James Coldwell

James Coldwell

Paraplanner
Thames Valley

I started working in Financial Services after leaving University in 2017, initially for a large retail bank in their insurance redress team before making the move to the financial planning sector in 2020. I started as an Administrator and progressed into a Paraplanning role, during which I completed my qualifications and achieved the Level 4 Diploma in Regulated Financial Planning. I will be working towards the Advanced Diploma shortly.