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.

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My insights

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two ladies chatting with laptop
Investing showdown: Active vs Passive
We explain the advantages and the drawbacks of active and passive investing.
Tennis ball
Game, Set, Plan
Wimbledon wisdom: What tennis legends teach us about smart financial planning.
cup-laptop-sunset
Out of the ashes: Annuities
With the renewed interest in annuities, we offer insights for informed retirement planning.
two ladies chatting with laptop
Investing showdown: Active vs Passive
We explain the advantages and the drawbacks of active and passive investing.
Tennis ball
Game, Set, Plan
Wimbledon wisdom: What tennis legends teach us about smart financial planning.
cup-laptop-sunset
Out of the ashes: Annuities
With the renewed interest in annuities, we offer insights for informed retirement planning.

About me