Home / Our team / Management team / James Bloomfield
James Bloomfield DipPFS
Head of Advice Proposition
I spent a number of years with major financial services companies in Administrative roles before making the jump into the IFA world in 1999 as a paraplanner. Having spent 3 years paraplanning for the Directors of the businesses I moved into a Head of Paraplanning role. As the business grew, acquired other businesses and was ultimately bought I managed the ever increasing team of paraplanners; ultimately leading a national team across 6 different locations and 80 members of staff.
I then moved into a City based IFA helping to run the Advice part of their business and then eventual integration into a large investment business.
My experience spans paraplanning, proposition, technical and product research as well as leading large team. I have a passion for client service excellence and developing people internally.
Outside of work I’ve ben married to Julie for 23 years and have two grown up children. My hobbies including most forms of keeping fit, running, swimming, cycling, and holidaying. I also love 80s music.
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
I would like to introduce you to my cousin, who I have included on this email. She is looking for someone to support her with setting up a pension/ financial advice… basically the same kind of service you offer me. Pembroke Financial has been fantastic to me over the years, so I recommended you.
I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.
I have always found Pembroke friendly and efficient.