James Shattock Email & Phone Number

Financial Adviser, providing face to face planning services to clients (including those introduced by accountancy and solicitor professionals) for over 20 years. My experience includes 18 years as a senior adviser for the UK's largest investment supermarket Hargreaves Lansdown and with previous advice experience for two National Advice firms Sedgwick (Barclays Wealth) and Friends Provident. Advising HNW private clients, family and charitable trusts across a range of complex and technical financial planning matters.Focused on developing long term trusting relationships with clients and professional introducers, aiming to deliver an efficient, responsive and approachable service. Very often going the extra mile beyond the call of duty to assist clients in meeting their goals and aspirations and ensuring that above all the client is put first.

Listed skills include Investment Strategies, Wealth Management, Inheritance Tax Planning, Retirement Planning, and 13 others.