Dippfs James Doyle Cert Cii (MP)

James Doyle, equipped with a Diploma in Financial Planning Services and a Certificate in Financial Services (Mortgage Practice), currently serves as a Financial Planner at WEALTH at work, having joined in August 2023. Prior to this role, James accumulated significant experience at Orestone Wealth Management Ltd from July 2019 to August 2023, where responsibilities included both Financial Planner and Paraplanner roles, as well as serving as Financial Administrator. James's career began at EMCAS, where from May 2009 to April 2019, management roles as Sales Team Leader involved overseeing teams and enhancing performance, alongside previous positions as Sales Executive, focusing on client outreach and claim assistance for various financial products. James's educational background includes studies at Dartmouth Community College from 2000 to 2005.