James Sculthorp-Wright Fpfs Email and Phone Number
Chartered Financial Planner and Fellow of the Personal Finance Society. Trustee of Creative Kernow.
Wolf Rock Financial Planning
View- Website:
- wolfrockfp.co.uk
- Employees:
- 2
-
Director And Chartered Financial PlannerWolf Rock Financial PlanningUnited Kingdom -
Director & Chartered Financial PlannerWolf Rock Financial Planning Nov 2022 - PresentTruro, Cornwall, United KingdomWolf Rock Financial Planning was founded to guide our clients through the valuable but sometimes treacherous waters of investing, by recommending the safest passage to your financial goals. Based at Truro in Cornwall, only 39 miles from Wolf Rock itself, we advise clients throughout the South West, as well as the greater UK, on a wide range of financial planning matters.At Wolf Rock Financial Planning we provide a highly technical and bespoke service to our clients, in a fully independent and whole of market manner. Our specialist expertise focus on the following financial planning areas: pensions and retirement planning, investments, tax planning, care fee planning, trusts, equity release, wills and powers of attorney. -
Board TrusteeCreative Kernow Mar 2022 - PresentCornwall, England, United Kingdom -
Chartered Financial PlannerAtkins Ferrie Wealth Management Aug 2021 - Oct 2022 -
Strategic Development Director (Client)Atkins Ferrie Wealth Management May 2019 - Oct 2022 -
Investment Committee MemberAtkins Ferrie Wealth Management Sep 2015 - Oct 2022 -
Independent Financial AdvisorAtkins Ferrie Wealth Management Nov 2014 - Aug 2021Cornwall, England, United Kingdom -
Research Assistant (Placement)Atkins Ferrie Wealth Management Aug 2013 - Nov 2014
James Sculthorp-Wright Fpfs Education Details
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1St Class With Honours
Frequently Asked Questions about James Sculthorp-Wright Fpfs
What company does James Sculthorp-Wright Fpfs work for?
James Sculthorp-Wright Fpfs works for Wolf Rock Financial Planning
What is James Sculthorp-Wright Fpfs's role at the current company?
James Sculthorp-Wright Fpfs's current role is Director and Chartered Financial Planner.
What schools did James Sculthorp-Wright Fpfs attend?
James Sculthorp-Wright Fpfs attended Aston Business School, Truro School.
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