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James Livesey Financial planning
Financial Planner

James Livesey

Financial planning

Areas of expertise

Pensions, Investments, Protection and Estate planning for both individuals and Corporates.


20 years' experience within the Financial Services industry and joined the company in 2007 having previously worked in both Independent Financial Adviser practices and large insurance companies.

Notable client work and achievements

Chartered Financial Planner and Fellow of the Personal Finance Society.

Professional qualifications and memberships


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