James Evans Fpfs Email & Phone Number

Kingston Upon Hull, England, Gb

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 at the centre of everything we do. Customer service is the foundation upon which the company was built and thrived. I pride myself on delivering the highest standard of customer service to our clients during their journey with us. Nothing is too much trouble. In addition, I work closely behind the scenes, with our advisers on client work, supporting investment research, due diligence and investment outlook. I am passionately forward looking and believe every system is never finished but in a constant state of evolution. It is my job to constantly be looking for ways to do things better, to be more efficient and most importantly to deliver better outcomes for our clients.

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 achieve long-term employment for the participants. I worked with my colleagues to design and deliver effective systems that achieved this goal. The process involves identifying barriers to employment and systematically tackling them through a variety of means, including signposting to external organisations, assistance with CV creation/letter writing/job searching. The role involves a significant amount of client contact and administrative duties, in addition to an in depth knowledge of the benefit system.

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 education, employment or training to complete works for the community. For example designing and constructing an allotment for disabled children at Wansbeck Allotments, something which thrives to this day. The young people were not paid to complete this task and instead received a modest training allowance, far below the minimum wage. It put to the test my motivational and leadership skills when having to get the best out of these young people, on a wet and windy Monday mornings.

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)