Menu

James Crisell

Chartered Financial Planner

01206 321045

james@fiduciawealth.co.uk

Reviews and Ratings for Financial adviser James Crisell, Manningtree
Accreditations
What does ‘Chartered Financial Planner’ mean?

What does ‘Chartered Financial Planner’ mean?

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

When James’s
at work

As many boys do, James grew up aspiring to be a professional footballer and played for the Colchester United Academy from age 8 to 16. He went on to study sport and exercise science at the University of Essex, graduating with a First-Class Honours degree and receiving the Richard Watson Award for the highest overall grade across the cohort.

After travelling, he worked in the accounts team of a leading UK law firm before beginning his financial services qualifications. He qualified shortly after joining Fiducia and has been with us ever since. James has a particular interest in pensions, investments, and planning across all life stages.

How James
switches off

James lives with his fiancée, Meg, and their cocker spaniel, Ernie, and enjoys spending time with family and friends. He keeps active through football, padel, and the gym, and is currently preparing for the arrival of their first baby. In his downtime, he enjoys socialising with friends over a drink.

View James’s financial qualifications

Qualifications can help you understand someone’s experience and professional standing. You can view James’s qualifications below.

Qualifications

AF1 (Personal Tax and Trust Planning)

This examination assesses the candidate to develop in-depth financial planning skills related to personal tax and trusts.

AF4 (Investment Planning)

This examination assesses the candidate to develop in-depth financial planning skills related to investments and the management of investment portfolios.

AF5 (Financial Planning Process)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

AF7 (Pension Transfers)

The qualification develops the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits.

AF8 (Retirement Income Planning)

This unit develops and demonstrates the advanced skills needed for advising on income planning to those in and approaching retirement.

J10 (Discretionary Investment Management)

At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.

J12 (Securities Advice and Dealing)

This qualification develops knowledge and understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

R01 (Financial Services, Regulation and Ethics)

This qualification assesses a knowledge and understanding of the financial services sector, including regulation, legislation, and the Code of Ethics.

R02 (Investment Principles and Risk)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R03 (Personal Taxation)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R04 (Pensions and Retirement Planning)

This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

R05 (Financial Protection)

This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.

R06 (Financial Planning Practice)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

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

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services sector, long-term care insurance products, and the giving of long-term care insurance advice.

Advanced Diploma in Financial Planning

This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as personal tax and trust, business financial, pension and investment planning.

Diploma in Regulated Financial Planning

This meets the FCA's qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

Certificate in Discretionary Investment Management

The RQF Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.

Certificate in Securities Advice & Dealing

This certificate satisfies the FCA appropriate qualification requirement for those advising or dealing in securities, developing in-depth knowledge of investment and securities products, the UK taxation system and considerations for appropriate investment recommendations.

Award in Long Term Care Insurance

This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues, and the responsibilities of local authorities.

Award in Regulated Pension Transfer Advice

This level 6 award develops the in-depth knowledge and practical skills needed to advise on the transfer of safeguarded benefits.

Check James is authorised by the FCA

Anyone carrying out regulated financial services activities must be authorised or approved by the FCA. Check their status below.

View FCA register
Which three people would be at your dream dinner party?

David Beckham, Gordon Ramsay, and Ricky Gervais.

What three qualities draw you to new people?

A good sense of humour, an interest in sport, particularly football, and being easy to get along with.

What’s the best gift you’ve ever received?

World Cup 2026 tickets.

What three small things make your day better?

Strong coffee, time with family, friends, and my dog Ernie, and winning a football match.

What three things would you still like to do in life?

Run a marathon, hit a 180 in darts, and learn a second language.

On an ideal weekend, where can we find you?

Playing football or padel, spending time with family and friends, and finishing it off with a good meal and a couple of drinks.

Get to know the
rest of your team

We mean it when we say there's a whole team behind you, so you’ll want to get to know the rest of us.

Gordon Kearney

Managing Director and Financial Planner

Meet Gordon

Susie Laws

Director and Chartered Financial Planner

Meet Susie

Rob Wood

Associate Director

Meet Rob

Jamie Payne

Trainee Financial Planner

Meet Jamie

Sebastian Eaton

Associate Director and Senior Paraplanner

Meet Sebastian

Laura King

Paraplanner

Meet Laura

Verity Wilford

Paraplanner

Meet Verity

Lewis Manners

Paraplanner

Meet Lewis

Sarah West

Systems and Finance Analyst

Meet Sarah

Cheryl Bourne

Senior Client Services Administrator

Meet Cheryl

Ella Matthews

Client Services Administrator

Meet Ella

Lorna Fox

Client Services Administrator

Meet Lorna

Mel Law

Client Services Administrator

Meet Mel

Thomas Mallinson

Client Services Administrator

Meet Thomas

Kane Theobald

Client Services Administrator

Meet Kane

Roxy

Office dog

Meet Roxy

We’re here when you’re ready to chat

If you’d like to become a client or just want to find out more about how we could help, leave your details below, and our friendly team will be in touch.

    Fiducia Wealth
    Powered by  GDPR Cookie Compliance
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.