James Mallinson
Chartered Wealth Manager
West Sussex
About me
I’m James, a married dad with 2 children and 2 dogs. I’m unusual in the industry as I didn’t go to University, am under 40, but still rose in my career to be a Director at a FTSE listed discretionary fund management business.
I’m a Certified Financial Planner, Chartered Wealth Manager and sit on a number of forums and committees for professional bodies. I now run an independent firm specialising in working with business owners, helping them articulate and visualise their financial future and achieve their goals.
My details
I like helping people on:
Pensions - Approaching retirement
Pensions – Getting started
Pensions – Retired
Redundancy
My qualifications:
Certified Financial Planner
My charging model:
Ongoing % fee