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20-22 October 2021
The Grimaldi ForumMonaco

James Richardson
Head of Client Proposition at Skerritts

Profile

James is a Chartered Wealth Adviser with Fellowship status through the Personal Finance Society. He has been a prominent speaker on modern different Financial Advice models for the past 4 years. He has been in the industry for 10 years and is a keen advocate for bringing financial services in the 21st century. He won “Innovator of the Year” at the Professional Adviser New Talent Awards 2019 and was also shortlisted for Adviser of the Year and Diversity & Inclusion.

James has been a practitioner and a unit lead, so has seen both sides of implementing a digitally enhanced financial planning solution that is more accessible to the general public.

He is currently Head of Client Proposition at Skerritts which is based in Brighton & Hove in England. His aim is to deliver honest, holistic and bespoke financial advice that breaks the old older conventions within the industry. The client is key and by using modern technology we are able to be much more cost effective for our clients without having to compromise on service.

Agenda Sessions

  • Game on – How the younger generation are changing investment and why the industry needs to take stock

    10:30
  • Innovation strategy roundtable 1- bringing new products and client segments together

    12:00

Speakers at this event