James Beck

DipFA CFP™

Financial Planner

Role:

James is a Financial Planner, creating tailored wealth managements solutions for our clients and handling client queries.  James is working towards Chartered status.

Qualifications:

  • Certified Financial Planner
  • Diploma for Financial Advisers
  • Award in Pension Transfers
  • Mathematics BSc (Hons)

Memberships:

  • Chartered Insitute for Securities and Investment (CISI)
  • The Personal Finance Society (PFS)
  • NextGen Planners

What do you enjoy about your role?

I love the privilege of learning about our clients’ lives – really understanding what matters most to them and what they want to achieve – then helping them put in place the strategies to enable them to shape their stories which are yet to be told.

What are you passionate about?

I’m passionate about financial education as I feel it’s a skill often neglected at school. I enjoy simplifying the complex to help families make sense of their money.

What do you like most about working for Fiscal Engineers?

Working with such an intelligent group of people each day, who share the same values I do, is a real privilege. I’ve never worked in an environment so focused on achieving the best possible outcomes for clients and it’s great to be part of this.

What are your interests?

I’m a bit of fitness fanatic, I coach at my local gym and enjoy most sports. I also enjoy travelling with my fiancé, walks with my Old English Bulldog Ruby and reading a good book.

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