Investment & Pension Adviser
James Dalgleish is an independent financial adviser at Premier Financial Planning Ltd’s Exeter division dedicated to servicing and educating those coming up to and in retirement.
He has worked in financial services since 1999 and over that time has helped and advised hundreds of individuals and families to invest wisely, save for retirement and preserve their capital.
James accomplishes this through retirement planning, investment management, tax planning and wealth preservation.
He has built a reputation with clients for being able to explain financial complexity in terms that are simple to understand. He works 1-to-1 with clients and seeks to build longstanding relationships with them.
James lives locally in Pinhoe with his partner Emma and his young daughter Maisie. He plays Football and Korfball to keep fit and since finishing as a local Special Constable he has been enjoying helping the Exeter Chiefs as a Steward on match days.
James’s qualifications are DipFA Certs CII (MP & ER)