Create, Enjoy, Protect

James Cook DipFA

James is a Member of The London Institute of Banking & Finance, the professional body advancing the banking and financial services industry by providing outstanding education and thinking, tailored to the needs of businesses, individuals, and society.

Strata Financial Limited

Location: Telford, Shropshire

Position:Lifestyle Financial Planner & Independent Financial Adviser

Email: james@strataifa.co.uk

Tel: 0333 939 8795




An innovative process to help clients

James, through a process developed by Strata, helps clients to achieve, maintain and protect their future desired lifestyle by coaching them to be financially well organised.




Qualified

James has a Diploma for Financial Advisers and is a member of The London Institute of Banking & Finance which entitles him to use the designated letters DipFA. James is currently studying towards his Advanced Diploma in Financial Advice which once completed will give him Chartered Status. James has also completed a Certificate of Higher Education in Law attained by attending Keele University.




Experience

James has held other positions within financial services firms such as Wesleyan Assurance Society. This background has given him the knowledge and experience to advise clients on all levels across the spectrum of advice needs. All of James's clients are successful individuals who are committed to achieving their desired future lifestyle.




Enjoys Life

James was born in January 1992 and enjoys dividing his time between the UK, the family's villa in Monte Pego, Spain and the family's ski apartment in Courchevel, France. James is a keen skier, golfer, runner and sailor, enjoying these pursuits with his family whilst also enjoying cricket, rugby and football as a spectator. James ensures he keeps a healthy work life balance in line with his financial plan and desired lifestyle.