Welcome to James

Independent-Financial-Adviser-in-Burnley
Independent-Financial-Adviser-in-Burnley

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
Investment-Planner
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 have always found Christina to be reliable and honest. We value her services because nothing is too much trouble and she is never too pushy.

Mr & Mrs P

Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.

Mr & Mrs C

Adele, what an easy, straightforward manner you have. It was so good of you to set aside time to look over my finances……you have been kind and concise and I feel a lot calmer. Thank you so very, very much.

Mrs B