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James Glavey

James glavey

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location of James GlaveyGreater London, England, United Kingdom
Phone number of James Glavey+91 xxxx xxxxx
Followers of James Glavey347 followers

  • Timeline

    Jan 2007 - Jan 2013

    Paraplanner

    MICHAEL DAVEY FINANCIAL MANAGEMENT LIMITED
    Jun 2013 - Sept 2013

    Paraplanner

    Chase de Vere
    Sept 2013 - Feb 2017

    Financial Planner

    Professional Assured Financial Services Ltd
    Current Company
    Mar 2017 - now

    Director, Chartered Financial Planner

    KLO FINANCIAL SERVICES LTD

  • About me

    Director & Chartered Financial Planner advising individuals, families and company directors

  • Education

    • Sheffield hallam university

      2000 - 2003
      Bachelor of arts (b.a.) financial services

    • The henley college

      -

  • Experience

    • Michael davey financial management limited

      Jan 2007 - Jan 2013
      Paraplanner

    • Chase de vere

      Jun 2013 - Sept 2013
      Paraplanner

    • Professional assured financial services ltd

      Sept 2013 - Feb 2017
      Financial planner

    • Klo financial services ltd

      Mar 2017 - now
      Director, chartered financial planner

  • Licenses & Certifications

    • Certificate in securities advice and dealing

      Chartered insurance institute

    • Advanced diploma in regulated financial planning

      Chartered insurance institute

    • Certificate in discretionary investment management

      Chartered insurance institute

    • Certificate in life & pensions

      Chartered insurance institute