James Benson

James joined Crown Wealth Management in 2015 having graduated from The University of Huddersfield. He started work in the client services team where he gained experience speaking with clients and dealing with providers. Once his experience increased, he became a Wealth Management Assistant which involved attending client meetings with the adviser and understanding each client’s needs and objectives in a lot more detail. Now he is level 4 qualified he will take a more prominent role in dealing with existing and new clients. He also utilises his previous skillset and takes responsibility for managing our IT systems and implementing new technology and processes within the business.

In his spare time, James enjoys riding and maintaining his Yamaha motocross bike and keeping fit at the gym. In the evenings you will find James with his girlfriend helping care for her horses, Billy and Alfie.

Qualifications

  • CISI Level 4 Diploma in Investment Advice (Financial Planning and Advice)
  • CISI Level 4 Certificate in Paraplanning
  • Product Design BSc, First-class honours – The University of Huddersfield  2011 – 2015

Exams

  • UK Regulation & Professional Integrity (Investment Advice Diploma)
  • Investment, Risk & Taxation (Investment Advice Diploma)
  • Financial Planning and Advice (Investment Advice Diploma)