James Tweedale Email and Phone Number
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James Tweedale personal email
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Throughout my career as a Financial Planner, I have been working hard to make financial planning simpler for those who need help with their finances. Most people appear to need help when approaching retirement and I work with them to ensure there are no unforeseen surprises when the time comes.I have recently helped develop and deliver a remote advice proposition to employees and individuals who need reassurance that there is value in taking financial planning advice.I work for Mercer Private Wealth as a Financial Planner.My aim is to provide expert advice to individuals on matters relating to financial planning. With a strong culture Mercer Private Wealth puts our clients at the centre of our business - working side-by-side with our clients as their trusted adviser to understand their needs and individual circumstances. We are committed to our clients and to delivering excellent client service. Mercer Private Wealth is a wholly owned subsidiary of MMC and is a global consulting leader in talent, health, retirement and investments. They help their clients around the world advance the health, wealth and careers of their most vital asset – their people.For more information please contact me on James.tweedale@mercer.com or visit our website: www.mercer.com
Mercer Uk
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Financial PlannerMercer Uk Nov 2007 - PresentChipping SodburyMy current role is to provide and deliver financial planning either by face to face or on a remote basis (via telephone, online, zoom). I have been in this industry now for over 20 years.Most of my experience has been around retirement planning and accessing pension benefits and I am also a Pension Transfer Specialist. I do now provide more holistic advice including protection and investments and estate planning.I have expanded to help businesses with their continuity planning to ensure their survival when key person or owners are no longer around. -
Financial AdviserLayton Blackham Jun 1998 - Nov 2007
James Tweedale Skills
James Tweedale Education Details
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Chartered Insurance InstituteFinancial Planning And Services -
European Policy
Frequently Asked Questions about James Tweedale
What company does James Tweedale work for?
James Tweedale works for Mercer Uk
What is James Tweedale's role at the current company?
James Tweedale's current role is Financial Planner - Working to make ongoing financial planning simpler for those who need help..
What is James Tweedale's email address?
James Tweedale's email address is ja****@****oup.com
What is James Tweedale's direct phone number?
James Tweedale's direct phone number is +4479790*****
What schools did James Tweedale attend?
James Tweedale attended Chartered Insurance Institute, Southampton Solent University.
What skills is James Tweedale known for?
James Tweedale has skills like Retirement, Financial Services, Pensions, Wealth Management, Retirement Planning, Financial Planning, Investments, Income Protection, Risk Management, Pension Funds.
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