James Marlow
Director @Priority Wealth Planning
Signup · Get unlimited contacts
WORK HISTORY
Director @Priority Wealth Planning
SKILLS
ABOUT JAMES MARLOW
I’ve nearly 20 years experience in financial services and qualified as a chartered financial planner.My quest is to assist individuals and businesses achieve prosperity through careful strategic financial planning. Through experience I’ve developed skills in building and maintaining relationships, advising, training and development and leadership and management. I pride myself on a strong work ethic, being adaptable to change and always open to learning.I’ve a strong understanding on regulatory requirements, pensions and Inheritance tax and take great pride in enabling individuals achieve their desired objectives. I’d say I was approachable and knowledgeable and enjoy the engagement side of work with both colleagues and clients alike.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.