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.
Diploma in Financial Planning
Member of the Personal Finance Society by Diploma
J01 Personal Tax
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