Our Financial Consultants / Paraplanners
James Corcoran
Financial Planning Manager / Chartered Financial Planner
James is a Chartered Financial Planner, holding the Advanced Diploma from the Personal Finance Society (PFS). He also has qualifications in Investment Management, Long-Term Care Planning and Equity Release. He specialises in financial planning and wealth management, particularly working with people to help them plan for retirement. He is regularly featured in the media, and hosts Lumin Wealth’s podcast.
Qualifications
BA (Hons); APFS; Cert CII (MP, LTC & ER)
Insights by James Corcoran
How Inheritance Tax (IHT) really works: Everything you need to know
Managing Inheritance Tax (IHT) is a cornerstone of effective estate planning. But what exactly is IHT, and how does it work in practice?
You’ve inherited a lump sum – what now?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to explore how to make the most of an inheritance – without the risks that often come with it.
Is it time to consolidate your pensions?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to discuss whether combining your pensions could help you save money and gain greater control over your retirement.
