James Lawlor
Paraplanner
Having graduated from Sheffield Hallam University with a Bachelor’s Degree in Business Studies, James has worked in Financial Services for the last seven years. During this time, James started out as a suitability report writer and following multiple promotions, became the Compliance Director for his previous employer before it was acquired by a new firm.
Through this experience, James has developed his analytical skills and enjoys fund analysis and ensuring the advice given to clients makes sense. Through his compliance knowledge, James ensures due diligence has been performed on clients and looks to ensure all factors have been considered when advice is being given to clients.
Having been located in King’s Lynn, Norfolk following graduation from University in 2012 and the subsequent progression in his career, James has recently relocated to the North East as a passionate Newcastle supporter, having an ambition of moving to the area for many years.
The early stages of his employment have seen him struck up a great rapport with Vicky and Howard and he is looking forward to supporting them in the coming years. While employed as a Paraplanner, James will be continuing to study for his Diploma in Financial Planning (DipPFS), with the aim of becoming an adviser once qualified.