01278788646 enquiries@pwcltd.co.uk

Sioned James

Sioned James

Location: Burnham on Sea / Remote

Position: Paraplanner

Email:

Tel: 01278 788646 option 5


Sioned joined the Company in July 2018, initially on a placement, having completed a first class BA (Hons) degree in Business Management with Accounting and Finance from University of the West of England. Between 2019 and 2021 Sioned studied for the Chartered Insurance Institute Regulated Diploma in Financial Planning. Upon its completion, Sioned intends to continue her career as a paraplanner, to gain further experience of financial planning and advice.

Qualifications:

BA (Hons); DipPFS.

R01 Financial Services, Regulation & Ethics, R02 Investment Principles & Risk, R03 Personal Taxation, R04 Pensions & Retirement Planning, R05 Financial Protection, R06 Financial Planning Practice (Chartered Insurance Institute Regulated Diploma in Financial Planning)

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Positive Wealth Creation Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 481182 http://www.fca.org.uk/register.

Positive Wealth Creation Ltd Registered Address: 55 Victoria Street, Burnham on Sea, TA8 1AW. Registered in England & Wales, No. 4802683.

Neither Positive Wealth Creation Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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