Our People

James Clay
James Clay, Financial Adviser
Tel. 01273 049989
Email. inforootedfinances.co.uk
I am passionate about helping people with their finances to help them achieve their goals. My qualifications include:

London Institute of Banking and Finance:
1. Certificate in Mortgage Planning and Practice (CeMAP)
2. Certificate in Regulated Equity Release (CeRER) Chartered Insurance Institute - Diploma in Regulated

Chartered Insurance Institute (CII) Qualifications:
1. R01 Financial services, regulation & ethics
2. R02 Investment Principles and Risk
3. R03 Personal Taxation
4. R04 Pensions & Retirement Planning
5. R05 Financial Protection

Main Office

14 Rosemary Drive
Shoreham-by-Sea
West Sussex
BN43 6HT
Telephone. 01273 049989
Email. inforootedfinances.co.uk