James Barber APFS
About me
I am a Chartered Financial Planner predominantly providing advice to individuals, specialising in offering solutions for wealth creation, wealth preservation, inheritance tax planning, and retirement planning. In my spare time I enjoy playing golf, football and spending time with family and friends.
My history
I joined the financial services industry in 2013 with Virgin Money in their Retirement and Insurance Solutions team as an apprentice. Following this I moved to Helm Godfrey IFA’s as an administrator, progressing into a Paraplanner role and obtaining my CII Diploma in Regulated Financial Planning.
I started with DGS IFA Ltd as a paraplanner in September 2018, with the view of progressing my career within a first-class wealth management firm. I have since achieved Chartered Financial Planner status and enjoy providing comprehensive holistic advice to my clients to ensure that their individual needs and requirements are met.
Qualifications:
Diploma in Regulated Financial Planning
- R01 – Financial Services, Regulation and Ethics
- R02 – Investment Principles and Risk
- R03 – Personal Taxation
- R04 – Pensions and Retirement Planning
- R05 – Financial Protection
- R06 – Financial Planning Practice
- R07 – Advanced Mortgage Advice
Further Chartered Insurance Institute Exams:
- CF6 – Mortgage Advice
- CF8 – Long Term Care Insurance
- J10 – Discretionary Investment Management
- ER1 – Equity Release
- LP2 – Financial Services, Products and Solutions
- AF4 – Investment Planning
- AF5 – Financial Planning Process
- AF6 – Senior Management and Supervision
- AF8 – Retirement Income Planning
