James Wakefield

Financial Planning Administrator


James supports our Financial Planning Technicians by implementing our clients’ specific wealth management strategies, managing client data and liaising with investment providers.


  • BA (Hons)

What do you enjoy about your role?

I enjoy the variety that the role brings. No two days are the same and there is always a new challenge around the corner.

What are you passionate about?

I am passionate about working hard to achieve my goals inside and outside of the workplace.

What do you like most about working for Fiscal Engineers?

I get to be a part of a fantastic team, all working to achieve the goals of our clients and who also support each other to develop both personally and professionally.

What are your interests?

Playing and watching a variety of sports including football and darts. I also enjoy baking and socialising with my friends.

Little books – A balanced work environment

Promoting wellbeing and creating a place of productivity.

Download here