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James Garman
Qualified Adviser

Chartered Insurance Institute

Head of Nottingham


James is an experienced adviser and has spent many years providing relationship based financial planning to private clients, businesses, charities and trusts. He is also a Chartered Financial Planner and an elected Fellow of the Personal Finance Society. James has become our in house specialist for investment planning through divorce, and works closely with solicitors to create positive outcomes through asset management and meeting lifetime income and capital requirements.

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