James Evans Fpfs Email & Phone Number

174 Kingston Road, Willerby, HU10 6LX

Advising clients, primarily on pensions and investments. Helping them to identify, clarify and achieve their objectives to the highest standard.

I am responsible for the day-to-day running of the practice; everything from health and safety to management systems, it is my job to ensure that everyone else can do their jobs safely, efficiently and effectively. If I don’t do my job properly, no one else will be able to do theirs. At Morgan Williams & Co. the client and the client’s journey with us is.

174 Kingston Road, Willerby, Hull, HU10 6LX

Strand House, 75 Beverley Road, Hull

I had a role which involved developing and delivering systems to deliver sustainable employment for long term unemployed benefit claimants for the Department for Work and Pensions’ Work Programme contract. The contract is a results based contract and beyond limited minimum standards providers are allowed substantial freedom to do whatever is effective to.

Strand House, 75 Beverley Road, Hull

Immediately after graduating I decided that I wanted to work for a period in the third sector, helping to give something back to the community and to put the theoretical management skills I had learned to the test. This role was perfect for me as it allowed me to do both. I was my job to work as part of a government scheme with young people, not in.

Cisi Level 6 Certificate In Advanced Financial Planning, Pass

Advanced Diploma In Financial Planning (Apfs)

I completed the following units: - (R01) Financial services, regulation and ethics - (R02) Investment principles and risk - (R03) Personal.

Msc, Business Management, Pass With Distinction

I completed units in Marketing, Finance, Professional Skills, Research Methods, Operations Management, People Management, International.

Ba (Hons), English Literature, 2:1

My undergraduate studies in English Literature allowed me to develop written and oral communication skills of the highest standard.

Education record

GCE A-levels: General Studies (A), English Literature (B), History (B), and Computing (B)