James Pickles
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James Pickles Email & Phone Number

Financial Planner with over 30 years experience. at Money and Pensions Service
Location: Brampton, England, United Kingdom 7 work roles 4 schools
2 work emails found @carbonfinancial.co.uk LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email j****@carbonfinancial.co.uk
LinkedIn Profile matched
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Current company
Money and Pensions Service
Role
Financial Planner with over 30 years experience.
Location
Brampton, England, United Kingdom
Company size
366 employees

Who is James Pickles? Overview

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Quick answer

James Pickles is listed as Financial Planner with over 30 years experience. at Money and Pensions Service, a company with 366 employees, based in Brampton, England, United Kingdom. AeroLeads shows a work email signal at carbonfinancial.co.uk and a matched LinkedIn profile for James Pickles.

James Pickles previously worked as Assistant Technical Specialist at Money And Pensions Service and Financial Planning Consultant at Armstrong Watson Financial Planning & Wealth Management Ltd. James Pickles holds Diploma In Regulated Financial Planning, Financial Planning And Services from Chartered Insurance Institute.

Company email context

Email format at Money and Pensions Service

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{first}.{last}@carbonfinancial.co.uk
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AeroLeads found 2 current-domain work email signals for James Pickles. Compare company email patterns before reaching out.

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Profile bio

About James Pickles

Specialism:Providing investment advice to pre- and post-retirement clients. Having specialised in this area for many years, James understands clients’ issues and concerns at this crucial milestone in life.Why my job’s important:“With money issues often making the news, it’s easy for clients to be bombarded with too much information. I see my role as separating the wheat from the chaff to give clear, straightforward, no-nonsense advice that really adds value.”Career history:I have worked in financial services for more than 30 years, having held of posts at Alliance & Leicester BS, Frizzell Independent Financial Planning and Carbon Financial Partners. I also ran my own independent financial advice practice for ten years. 2019 was a busy year with a move to Cumbria to fulfil a life long ambition of being nearer the Lake District and a new career with established Accountancy & Financial Planning firm, Armstrong Watson. Top financial planning tip:“In life, common sense goes a long way. The same can be applied to investing over the long-term.”Favourite book:"For Crying Out Loud" by Jeremy Clarkson – a voice of reason in a world of political correctnessDid you know?James attempted to present a retirement seminar to 40 Caravan Club members in a double bedroom on the top floor of a famous Edinburgh Hotel, before being politely directed to the conference room.

Listed skills include Retirement Planning, Strategic Financial Planning, Estate Planning, Investments, and 18 others.

Current workplace

James Pickles's current company

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Money and Pensions Service
Money And Pensions Service
Financial Planner with over 30 years experience.
london, london, united kingdom
Website
moneyandpensionsservice.org.uk
Employees
366
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7 roles · 20 years

James Pickles work experience

A career timeline built from the work history available for this profile.

Financial Planning Consultant

Armstrong Watson Financial Planning & Wealth Management Ltd

Hexham, England, United Kingdom

Oct 2019 - Jul 2020

Financial Planner

Carbon Financial Partners Ltd

Specialism: Providing investment advice to pre- and post-retirement clients. Having specialised in this area for many years, James understands clients’ issues and concerns at this crucial milestone in life.

2006 - Oct 2019

Financial Planner

Thomson Shepherd Limited

Perth, United Kingdom

Specialism: Providing investment advice to pre- and post-retirement clients. Having specialised in this area for many years, James understands clients’ issues and concerns at this crucial milestone in life.

Feb 2008 - May 2011

Partner

Tayside Financial Planning

Broughty Ferry

Specialism: Providing investment and estate planning advice tmainly to retired clients. Building empathy with clients to secure long term working relationships.

Feb 1998 - Jan 2008

Investment Consultant

Frizzell Life & Financial Planning

Glasgow, United Kingdom

Advising clients introduced through affinity groups, such as The Nationak Trust for Scotland, Civil Service and National Union of Teachers. Presenting seminars to the aforementiomned groups, specialing in the areas of Investments, Estate Planning and Long Term Care

Nov 1995 - Feb 1998

Personal Financial Advisor

Alliance & Leicester

Edinburgh, United Kingdom

Advising branch based clients on all aspects of financial planning, with concentrating on clients with large investable assets.Training staff to identify clients who could benefit from our advice process.

Oct 1990 - Nov 1995
Team & coworkers

Colleagues at Money and Pensions Service

Other employees you can reach at moneyandpensionsservice.org.uk. View company contacts for 366 employees →

TW Tom Whitman Tom Whitman Colleague at Money And Pensions Service Bournemouth, England, United Kingdom, United Kingdom View → DS David Stapleton David Stapleton Colleague at Money And Pensions Service Greater Cambridge Area, United Kingdom View → LB Louise Bainbridge Louise Bainbridge Colleague at Money And Pensions Service United Kingdom, United Kingdom View → LF Laura Fraser Laura Fraser Colleague at Money And Pensions Service Milton Keynes, England, United Kingdom, United Kingdom View → DL David L. David L. Colleague at Money And Pensions Service London, England, United Kingdom, United Kingdom View → NV Nabeel Vohra Nabeel Vohra Colleague at Money And Pensions Service Leicester, England, United Kingdom, United Kingdom View → EM Ellen Monaghan Ellen Monaghan Colleague at Money And Pensions Service London, England, United Kingdom, United Kingdom View → AG Alex Green Alex Green Colleague at Money And Pensions Service Telford, England, United Kingdom, United Kingdom View → MT Martin Tingle Amappt Profpmi Fcma Cgma Ma(Cantab) Martin Tingle Amappt Profpmi Fcma Cgma Ma(Cantab) Colleague at Money And Pensions Service Bromsgrove, England, United Kingdom, United Kingdom View → TP Tom Pokinko Tom Pokinko Colleague at Money And Pensions Service London, England, United Kingdom, United Kingdom View →
4 education records

James Pickles education

Diploma In Regulated Financial Planning, Financial Planning And Services

Chartered Insurance Institute

Financial Planning Certificate, Financial Planning And Services

Chartered Insurance Institute

Graduate Membership Of The Institute Of Personnel Management, Graduate Membership

Napier University

Shnc In Business Studies

Falkirk College Of Further Education & Technology
FAQ

Frequently asked questions about James Pickles

Quick answers generated from the profile data available on this page.

What company does James Pickles work for?

James Pickles works for Money and Pensions Service.

What is James Pickles's role at Money and Pensions Service?

James Pickles is listed as Financial Planner with over 30 years experience. at Money and Pensions Service.

What is James Pickles's email address?

AeroLeads has found 2 work email signals at @carbonfinancial.co.uk for James Pickles at Money and Pensions Service.

Where is James Pickles based?

James Pickles is based in Brampton, England, United Kingdom while working with Money and Pensions Service.

What companies has James Pickles worked for?

James Pickles has worked for Money And Pensions Service, Armstrong Watson Financial Planning & Wealth Management Ltd, Carbon Financial Partners Ltd, Thomson Shepherd Limited, and Tayside Financial Planning.

Who are James Pickles's colleagues at Money and Pensions Service?

James Pickles's colleagues at Money and Pensions Service include Tom Whitman, David Stapleton, Louise Bainbridge, Laura Fraser, and David L..

How can I contact James Pickles?

You can use AeroLeads to view verified contact signals for James Pickles at Money and Pensions Service, including work email, phone, and LinkedIn data when available.

What schools did James Pickles attend?

James Pickles holds Diploma In Regulated Financial Planning, Financial Planning And Services from Chartered Insurance Institute.

What skills is James Pickles known for?

James Pickles is listed with skills including Retirement Planning, Strategic Financial Planning, Estate Planning, Investments, Retirement, Financial Advisory, Financial Services, and Finance.

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