Westminster Wealth Management
James Moore has a strong background in financial services, currently serving as a Paraplanner at Westminster Wealth Management since December 2016. Previously, James worked as a Paraplanner at Foster Denovo, contributing to the Centralised Paraplanning team by producing high-quality research and suitability reports for financial advisers. Prior experience includes roles such as Quotation Underwriting Coordinator at Partnership Assurance Group PLC, where responsibilities involved managing quotation requests and conducting computer-aided underwriting, and Product Executive at BDM (Bradshaw Dixon & Moore Ltd), which focused on providing actuarial services in the legal sector. James holds a Bachelor's Degree in Product Design from the University of Sussex and A-levels in Mathematics, Physics, and Design Technology from Littlehampton Community School Sixth Form College.
Westminster Wealth Management
Westminster Wealth Management LLP is a chartered, independent financial advisory group, providing expert financial advice to a wide range of clients. We oversee £1.5 billion of assets. Our clients stay with us because our team-based approach delivers a unique blend of specialist skills linking financial planning, tax efficient structuring and management of the underlying assets. Whether you are a private individual, a company, a trust, or a charity, we have the technical know-how and relationship experience to assist you with all of your wealth matters. There is no charge for initial consultations so contact us and find out how you can benefit from Westminster Wealth Management’s expertise. © 2021 Westminster Wealth Management LLP Westminster Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (490519). The information contained in this Linkedin Company Page is subject to UK financial regulation and as such is meant for consumers in the UK.