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James Broad (DipPFS, CeMAP)

James Broad (DipPFS, CeMAP)

Financial Planning Manager

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location of James Broad (DipPFS, CeMAP)Leicester, England, United Kingdom

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  • Timeline

  • About me

    Director at Broad & Co. Wealth Management

  • Education

    • The Chartered Insurance Institute

      2008 - 2012
      Diploma in Financial Planning Finance

    • Ashby-de-la-Zouch Grammar School

      1994 - 2000

    • Loughborough College

      2000 - 2002

  • Experience

    • Santander UK PLC

      Sept 2009 - Mar 2013
      Financial Planning Manager

    • CMP Financial - Principal Partner Practice of St. James's Place Wealth Management

      Apr 2013 - May 2014
      Wealth Management Adviser

      Wealth Management Practice within the St. James's Place Group.

    • Broad & Co. Wealth Management

      Jun 2014 - now
      Director

      My priority is to significantly improve the quality of your financial life by offering truly independent, holistic financial planning advice which is personally tailored to your values, needs and goals from a source you can trust.

  • Licenses & Certifications

    • CeMAP

      CII

    • DipPFS

      CII