James Dench

Background

About James Dench

I am a Trainee Paraplanner (Paraplanner Support) at Vintage Wealth Management. I am currently part way through completing my DipPFS (completed RO1, RO3 & R05). My aim is to complete the diploma, as well as some additional credit exams, such as Equity Release & mortgages, within the next 2 years. My long term plan is to become a Chartered Financial Adviser. I have broadened my product knowledge significantly during my 2 years at Vintage. During this time, I’ve become proficient at writing Financial Planning reports on the the products noted above, as well as for more niche products, such as VCT’s and EIS’. Furthermore, I’m experienced in; using Selectapension for Pension transfers; running Voyant Cash flows; providing investment research via FE Analytics. I also have some experience running Chargeable Gain calculations for bonds, and Carry Forward Calculations for Pension contributions I developed into this role through my previous experience as a Sales Support at LV=, this role enabled me to gain the key exposure to a wide variety of products, such as; Pensions; ISAs; Bonds; Annuities. My hobbies include; golf; football; skiing, all of which I have been doing from an early age. In addition, I have recently taken up field hockey. I also like socialising with friends and my girlfriend in order to relax and unwind. If you have any queries I can be contacted via the following: Email - jamesdench1997@outlook.com Mobile - 07853 287 235