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James Oram

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

London

Covers

City of London, Kent

James Oram

Independent Financial Adviser

After a successful career in Accounting I opted to make the move into financial services in 2015 starting overseas before moving back to the UK and completing my diploma.

I am able to advise on all wealth and financial planning areas which include helping clients with their investments, pensions, protection and estate planning needs.

As an Independent Financial Adviser my main aim is to build and maintain trust with my clients and provide them with high quality advice for the long-term

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

London

Covers

City of London, Kent

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