James Crisell
Financial Adviser
BSc (Hons), DipPFS, CertPFS (Securities), CertPFS (DM)
01206 321045
Office hours: 9am - 5pm
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Having graduated from the University of Essex in 2018, James spent time travelling, living and working in Australia, before joining a Colchester based law firm upon his return.
James joined Fiducia in October 2021 having gained invaluable experience working in accounts and administration in the legal sector, and is keen to build on that experience in his financial services career. In under six months of being with Fiducia, in March 2022, James completed the CII Diploma Level 4 Diploma in Regulated Financial Planning, and is now working towards becoming a Chartered Financial Adviser.
Outside of work, James plays football for a local team and enjoys a round of golf with friends.
Core specialisations include:
- Financial planning and cashflow analysis
- Tax efficiency
- Investment portfolio management
- Wealth building
- Financial planning in sports