James Shiner Email & Phone Number | I have 10 years’ experience in the world of Financial Planning and Banking in the UK, helping personal clients with their financial needs. I am passionate on being approachable and trustworthy, building long term relationships to enable me to provide organic financial plans tailored to each individuals specific goals and needs. I use my experience and knowledge to help local clients and their families throughout their lifetime. Based in Bath, I specialise in advice for Investments, Protection, Retirement and Estate Planning solutions. I pride myself on my knowledge around the financial markets and the global economic outlook. With specific interests around sustainable and environmentally responsible investing.

James Shiner

I have 10 years’ experience in the world of Financial Planning and Banking in the UK, helping person...
Bath, Bath, United Kingdom

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James Shiner’s Email james.shiner@schroderspw.co.uk

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James Shiner’s Location Bath, Bath, United Kingdom

James Shiner’s Current Industry Schroders Personal Wealth

James Shiner’s Prior Industry Lloyds Bank Private Banking | Lloyds Banking

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Work Experience

Schroders Personal Wealth

Personal Wealth Adviser

2019-04-01 00:00:00 - Present

Lloyds Bank Private Banking

Private Client Banking Manager

2018-01-01 00:00:00 - 2019-04-01 00:00:00

Lloyds Banking

Banking Consultant

2010-09-01 00:00:00 - 2015-01-01 00:00:00

Skills

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Languages

No Languages Available

FAQ About James Shiner

James Shiner is located at
Bath, Bath, United Kingdom

James Shiner is a I have 10 years’ experience in the world of Financial Planning and Banking in the UK, helping personal clients with their financial needs. I am passionate on being approachable and trustworthy, building long term relationships to enable me to provide organic financial plans tailored to each individuals specific goals and needs. I use my experience and knowledge to help local clients and their families throughout their lifetime. Based in Bath, I specialise in advice for Investments, Protection, Retirement and Estate Planning solutions. I pride myself on my knowledge around the financial markets and the global economic outlook. With specific interests around sustainable and environmentally responsible investing.

James Shiner currently works in the Schroders Personal Wealth |

No Languages Available

James Shiner has prior
experience in the following industries:
Lloyds Bank Private Banking | Lloyds Banking

James Shiner has the following professional experience:
Schroders Personal Wealth | Lloyds Bank Private Banking | Lloyds Banking

You can view James Shiner’s LinkedIn profile at LinkedIn URL

James Shiner’s work email
addresses are
james.shiner@schroderspw.co.uk

Schroders Personal Wealth |

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