Meet the team

James Bateman

Administrator

James began his career in financial services with Royal & Sun Alliance in 1997, where he gained experience in the Pension and Annuities market. He later joined Life and Pension providers Aviva and Zurich Intermediary Group as a Sales Support Consultant before joining Novia Financial in 2012.

James then chose to broaden his experience by working for an advisory firm and joined Centurion Wealth Management in early 2016. He currently holds the CII Certificates in Life and Pensions, Mortgage Advice and the CISI Investment Operations Certificate and is currently working towards the Diploma in Financial Planning.