James S. Turley

James Turley: A Professional Overview

James Turley is a well-rounded professional in the financial services industry, known for his expertise in wealth management and financial planning. His career highlights a pattern of continuous growth and achievement, backed by a solid educational foundation and numerous professional certifications.

Educational Background

James began his academic journey at Queen's University Belfast, where he studied Business Economics. He excelled in his studies, graduating with First Class Honours in 2017. His exceptional performance earned him the UTV Ltd Award for 'Best Graduate in Business Economics.'

Early Career

James's career in the financial industry started with an internship at KPMG in 2016, where he gained valuable audit and financial review skills. This experience laid a strong foundation for his subsequent roles. In 2017, he joined Citi as a Senior Client Onboarding Analyst, where he worked for 2.5 years ensuring smooth client onboarding processes.

Career Advancement at Davy

In 2020, James took a significant step by joining Davy, a prominent financial services firm. Starting as a Portfolio Analyst, he honed his skills in financial planning and investment management. Over the next few years, his dedication and talents led to a promotion to Assistant Wealth Manager in December 2022. By 2024, he advanced further to become a Wealth Manager, a role he currently holds.

Professional Certifications

Throughout his career, James has also focused on enhancing his professional qualifications. He has amassed an impressive array of certifications from The Chartered Institute for Securities & Investment (CISI). These include the Certified Financial Planner™ (CFP™) and Chartered Wealth Manager designations, both issued in February 2023. Additionally, he holds a Level 7 Diploma in Advanced Financial Planning and other certifications in pension transfers, paraplanning, and investment advice, demonstrating his deep commitment to professional development.

Summary

James Turley's career path is marked by significant educational achievements and a steady progression through various roles in the financial services sector. His numerous certifications and roles at prominent institutions like Citi and Davy highlight his expertise and dedication to providing top-notch financial planning and wealth management services.