James Richardson

Head of Client Proposition

Hove

Qualifications

  • APFS (Advanced Diploma in Financial Planning)

  • CeMap (Certificate in Mortgage Advice)

  • DipPFS (Diploma in Financial Planning)

  • CF8 (Certificate in Financial Planning and Long-Term Care Insurance)

  • Certs CII (MP & ER) (Certificate in Equity Release and is a member of the Society of Mortgage Professionals)

Meet James

James is a qualified Chartered Wealth Adviser with Fellowship status through the PFS. James works on the Client Proposition and how we deliver our services to clients. He won “Innovator of the Year” at the Professional Adviser New Talent Awards 2019, where he was also shortlisted for Adviser of the Year and Diversity & Inclusion.

He has been at Skerritts since August 2021. His role is to ensure we deliver an excellent level of service to our clients and see where and how we can improve.

Now for the important information

Qualifications

Lisa Baker

Financial Adviser

Hove

Howard Barnes

Group Compliance Director

Hove

Sarah Brine

Acquisition Development Manager

Hove

Kieran McIntosh

M&A Director

Hove

Tony Campbell

Financial Adviser

Hove

Louise Conway

Operations Director

Hove

Michael Cope

Chief Commercial Officer

Harrogate

Julie Cooper

Financial Adviser

London

Geoff Croden

Chartered Financial Planner

Pembury

Jenna Duffett

Chartered Financial Planner

Horley

Zoe Ealey

Head of Mortgages

Hove

Eva Ellis

Financial Adviser

Hove

Paul Feeney

Chief Executive Officer

London

Hayden Fisher

Financial Adviser and Regional Manager

Hove

Govind Kapoor

Financial Adviser

Hove

Sue Harding

Chartered Financial Planner

Horley

Kevin Harms

Chartered Financial Planner

Hove

Pete Herdman

Chartered Financial Planner

Hove

Kevin Horry

Financial Adviser

Chester

Grant Hotson

Chief Financial Officer

London

Tom Huntington

Chartered Financial Planner

Hove

Eloise Jenner

Head of Financial planning South East

Hove

Jon Gillam

Acquisitions Development Business Analyst

Hove

Lisa Jones

Fund Analyst

Horley

Mark Knight

Chartered Financial Planner

Chester

Clive Lister

Employee Benefits Manager

Hove

Clair Lythe

Chartered Financial Planner

Chester

Charlie Lloyd

Head of Investments

Hove

Mark Lloyd

Financial Adviser

Hove

Jessica Lyons

Financial Adviser

London

Andy Macguire

Chartered Financial Planner

London

Sam Martin

Financial Adviser

Hove

Nick Matthews

Chartered Financial Planner

Horley

Tom McConnell

Chartered Financial Planner

Petersfield

Neil Mercier

Financial Adviser

Horsham

Steve Midgley

Financial Adviser

London

Elizabeth Mills

Chief People Officer

Harrogate

Jo Nickell-Lean

HR Manager

Harrogate

Ollie Noble

Investment Manager

Hove

Wayne Nutland

Investment Manager

Hove

Jonathan Ollerenshaw

Chartered Financial Planner

Pembury

Andrew Peters

Financial Adviser

London

Robbie Pierce

Financial Adviser

Chester

Stephanie Potter

Pension on Divorce Expert

Pembury

Kim Radford

Senior HR & Income Administrator

Hove

James Richardson

Head of Client Proposition

Hove

Jim Rixon

Financial Adviser

Hove

Chris Roberts

Chief Operations and IT Officer

Hove

Alan Sippetts

Investment Consultant

London

Jack Skerritt

Financial Adviser

Hove

Richard Skerritt

Group Non-Executive Director

Hove

Charles Sparrow

Transformation Director

Hove

Jack Walmsley

Chartered Financial Planner

London

Jeremy Watson

Financial Adviser

Hove

Tom Wheatley

Financial Planning Manager

Chester

Stuart Williams

Head of Wealth Builder

Hove

Robert Young

Financial Adviser

London

Adam Ryan

Head of Employee Benefits

Sittingbourne

Tell us about your goals.

Start working towards your financial goals today by booking a no-obligation initial meeting with one of our advisers

01273 204999
enquiries@shackletonadvisers.co.uk
23 Coleridge Street, Hove, East Sussex, BN3 5AB

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