Jim Wilson - Employee Benefits Director
Qualifications
Chartered Insurance Institute:
- Fellow of The Chartered Insurance Institute (FCII)
- Chartered Insurer
- Certified Member of Mortgage Professionals Cert CII (MP)
- Financial Planning Certificate
- Advanced Financial Planning Certificate
- G60 - Pensions
- K10 - Retirement options
- K20 - Pensions Investment Options
Associate of the Pensions Management Institute (AMPI)
Fellow of the Personal Finance Society (FPFS)
Napier University, Edinburgh - Financial Services - BA(Hons)
Experience
Jim joined a leading financial services provider in 1973 that specialised in pensions provision. Over the next 22 years he gained experience in all aspects of group and individual retirement and risk benefit provision, becoming an independent financial adviser in 1985.
Jim continues to specialise in employee benefit consultancy for small to medium sized employers and in the provision of individual financial planning advice for the individual, particularly members of employer sponsored pension arrangements.
Specialisation
All aspects of corporate and individual financial planning.