Who we are

James Espin – Managing Director

BSc (Hons) Dip PFS Cert CII(MP&ER)

James created IQ Estate Planning in 2014. James is a financial planner who provides advice to clients on their finances and has always been shocked by the number of his clients who were still without a will.

Aiming to address this need, James decided to introduce a new estate planning service to complement IQ’s main activities.

James has 2 young sons and enjoys following Nottingham Forest (enjoys is somewhat stretching the truth) and both listening to and playing music.

QualificationsJames Espin-002

Diploma in Financial Planning
Member of the Personal Finance Society by Diploma
J01 Personal Tax
J02 Trusts
J05 Pension Income Options
R06 Financial Planning Process
ER1 Equity Release
MAQ Mortgage advice
Certificate in Pensions Auto Enrolment
Financial Planning Certificates (FPC 1, 2&3)

Associate Member of the Society of Will Writers

 Click here to view James’ Statement of Professional Standing (SPS)

VouchedFor rating and reviews for James Espin, IFA LINCOLN

Why should I worry?

We believe the future should not be left unplanned.

Reasons why

Lasting Power of Attorney?

Read the story of Heather Bateman to see why everybody should have one.

Avoid the trap

Keeping the fruits of your labour

Leave your money to the family, not HMRC.

Why us?