Membership Directory - Individual
James Gilbert
Chartered Wealth Manager & Certified Financial Planner at Evermore Financial Planning
About
Bio: James is an award-winning Financial Planner with over 24 years' experience in financial services. He is a Chartered Wealth Manager and Certified Financial Planner and the Founder and Principle of Evermore Financial Planning (A Practice of St. James's Place). He has previously worked as a Regional Manager for Rathbones Financial Planning, at Co-Operative Financial Services, Capital One and Egg Bank Plc.
James is passionate about providing access to Financial Planning Advice to people from marginalised groups who may be reluctant to seek advice due to fear of discrimination. James is an active member of the St. James's Place SJPride LGBTQ+ network and has featured in industry articles promoting inclusion in Financial Services.
James is strongly committed to building a working and advice environment in which everyone can be themselves. In addition to being an adviser, he has experience as a consultant, trainer, coach and team manager.
James is passionate about providing access to Financial Planning Advice to people from marginalised groups who may be reluctant to seek advice due to fear of discrimination. James is an active member of the St. James's Place SJPride LGBTQ+ network and has featured in industry articles promoting inclusion in Financial Services.
James is strongly committed to building a working and advice environment in which everyone can be themselves. In addition to being an adviser, he has experience as a consultant, trainer, coach and team manager.
Mentor Availability: Available
Location: London
Experience Level: Senior Management
Areas of Expertise: Financial Advice, Financial Planning, Wealth Management, Training & Development, People Management and Coaching
To request this mentor, please complete the below Mentor Request Form​
Project 1000, Top Gamechangers 2024, Mentor