James Mayo

Financial Planner

LANGUAGES SPOKEN
Location
York
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James joined Walker Crips in October 2018 and has accumulated six years’ experience in the financial services industry. He is proficient in preparing and writing financial reports, as well as conducting research on financial funds and products. James collaborates closely with other Financial Advisers at Walker Crips to deliver tailored solutions that align with clients' financial planning objectives. He holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute and is actively working towards achieving Chartered status.