James Whitehead

James Whitehead

Technical Analyst | The Analyst

Experience

James joined the Concept team in October 2020 as a Trainee Paraplanner, having previously worked in a variety of roles for one of the UK’s leading retail companies. After years of trading a personal equities portfolio in his spare time, James was inspired to make a career change into the financial services sector to help share his knowledge of investments. He now heads up Concept’s Investment Committee alongside building and implementing financial plans for our clients.

Expertise

  • Financial plan development and analysis
  • Knowledge of global financial markets
  • Investment portfolio analysis
  • Retirement and investment planning
  • FE Analytics

Interests

James thoroughly enjoys travelling to new destinations and likes to take the opportunity to combine his passion for motorsport with this, having visited a variety of Formula One Grand Prix’s throughout Europe over the years. In addition to this, James likes to engage in a variety of sports and personal fitness activities.

Qualifications

  • Currently studying towards the Diploma in Regulated Financial Planning (CII) having already completed R01, R02 & R05.
Paul Richardson

Paul Richardson

Chartered Financial Planner /Chief Executive

Carl Wilkinson

Carl Wilkinson

Financial Planner

Dawn Keeling

Dawn Keeling

Financial Planner

Hugh Austen

Hugh Austen

Accounts Manager

Fi Macdonald

Fiona Macdonald

Practice Manager

Alison Lee

Alison Lee

Administrator

Colin Selway

Colin Selway

Business Development Manager

Reuben

Reuben

Top Dog 2006 – 2021

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