Merran James
Financial Adviser @Pfp Wealth Group Ltd
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WORK HISTORY
Financial Adviser @Pfp Wealth Group Ltd
I am looking to help people to achieve their own financial goals and plan for their futures through bespoke, face to face financial advice. Please feel free to connect with me or send me an email if this applies to you.Some of the areas at the heart of PFP Wealth are: Tax efficient Investment Planning Building and Protecting Wealth Pension Planning Detailed Cash flow modellingTypically, I work with clients who find themselves with insufficient time or expertise to get the most from their personal finances. My clients include: Busy Professionals Business owners Contractors Legal and Accounting Professionals Medical Professionals Families Individuals nearing retirementThe levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.PFP Wealth Group Ltd is an Appointed Representative of and represents only St. James\'s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title \'Partner Practice\' is a marketing term used to describe St. James\'s Place representatives.SJP Approved
EDUCATION
Chartered Insurance Institute
Diploma for Financial Advisers, Financial Advice
Lycée Francois Rabelais
Baccalaureat in Economics and Finance, Science, Economy and social studies - emphasis on Economy and Finance
LIBF
CeMap , Banking, Corporate, Finance, and Securities Law
ABOUT MERRAN JAMES
Bilingual in French and English, I am an excellent communicator with a proven track…
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