Welcome to James


Article by Christina

More recruitment news. We’re delighted to welcome James Elliot to the team.

James is joining us as a trainee Financial Adviser. He already has a Level 4 Diploma for Financial Advisers and is well on his way to achieving a Level 6 Advanced Diploma having already passed the Pension Transfers and Long-Term Care and Later Life Planning exams.

James has been working in financial services since 2016 and joins us from another adviser firm in Bury.

He has a degree in Business Management from the University of Newcastle Upon Tyne and also has a Graduate Diploma in Law.

We look forward to working with James and we’re sure he will fit right into the team.

The Benefit of Independent Financial Advice Explained

Why taking personalised financial advice is a good idea, both now and in the future.

If you have any questions about Financial Planning please feel free to give us a call on 01282 614444 or drop us an e mail to enquiries@ccfps.co.uk

Awards and Accreditations

Pension Transfer Gold Standard
Financial Vulnerability Taskforce
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
Vouched For 2019
Vouched For 2018
Vouched For 2017
Vouched For 2016
Vouched For 2015
Vouched For 2014

We’ve only been clients for a couple of months, but we both feel that we have made the right decision. After first meeting Adele she put our minds at rest.

Mr & Mrs P

I found it very easy to do business with Christina, she talked to me as a friend and I would recommend her to others.

Mrs L

Highly recommended to friends and relatives. Contacting Christina was the best thing we ever did. We wouldn’t be in the financial position that we are, without her.

Mr & Mrs L