James Croft Dip PFS CII (MP & ER)
Trainee Financial Planner & Equity Release Adviser
Work History
After leaving the University of Manchester in 2016, where he studied Ancient History, James joined the financial services world. At first, he worked for another independent financial planner before moving to Financial Management in 2021. After passing the Financial Planning diploma in 2023 he became FM’s dedicated Protection Adviser. Further qualifications allowed James to expand his role, becoming a specialist in Equity Release. James continues to work alongside FM’s senior Financial Planners as he advises on pension and investment planning.
What do you like best about your job?
James finds great satisfaction in speaking to our clients and helping them to understand the various financial products and how these can help them to achieve their financial planning goals.
Interests outside of work?
James enjoys running, dog walks, playing six-aside football and flag American football. He regularly watches Arsenal and loves going to gigs and music festivals.
Contact James
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