WEALTH at work
James Doyle, equipped with a Diploma in Financial Planning Services and a Certificate in Financial Services (Mortgage Practice), currently serves as a Financial Planner at WEALTH at work, having joined in August 2023. Prior to this role, James accumulated significant experience at Orestone Wealth Management Ltd from July 2019 to August 2023, where responsibilities included both Financial Planner and Paraplanner roles, as well as serving as Financial Administrator. James's career began at EMCAS, where from May 2009 to April 2019, management roles as Sales Team Leader involved overseeing teams and enhancing performance, alongside previous positions as Sales Executive, focusing on client outreach and claim assistance for various financial products. James's educational background includes studies at Dartmouth Community College from 2000 to 2005.
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WEALTH at work
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WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, our financial coaches work with hundreds of organisations across both the private and public sector by providing financial education and one to one guidance. This can be arranged on a bespoke basis and covers a full range of topics. For those wishing to understand their personal financial situation, support is also provided through our helpline. At this point, we can provide access to a savings platform or provide regulated financial advice. Our advice service supports those who need specific recommendations which is particularly useful for those at retirement.