James Mallinson

James Mallinson

Chartered Wealth Manager

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West Sussex

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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:

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Pensions - I’m approaching retirement

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Pensions – I’m getting started

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Pensions – I’m retired

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Redundancy

My qualifications:

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Certified Financial Planner

My charging model:

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Ongoing % fee