Membership Directory - Individual
James Gilbert
Chartered Wealth Manager, Certified Financial Planner at Evermore Financial Planning
About
Mentor Availability: Available
Location: London
Experience Level: Senior Management
Areas of Expertise: Financial Advice, Financial Planning, Wealth Management, Training & Development, People Management and Coaching
James Gilbert is one of the few Advisers in the UK to have achieved the CERTIFIED FINANCIAL PLANNER™ accreditation, the only globally recognised mark of professionalism for Financial Planners.
In 2016, James was awarded the Jonathan Timms Memorial Prize by the Chartered Institute for Securities & Investments (CISI). James is also a Chartered Wealth Manager and Chartered Fellow (Financial Planning) of the CISI with over 23 years’ experience in Financial Services including working directly with clients as a Financial Adviser and growing and developing teams within large corporates as well as small start up businesses. James is the Advising Principal and founder of Evermore Financial Planning.
Originally from Nottingham James now lives in North East London with his husband, two daughters and two very spoilt dogs.
To request this mentor, please complete the below Mentor Request Form