James Sheridan
James Sheridan
Financial Adviser - FSP107364
Level 1, R251 State Highway 2, Bethlehem
Level 1, R251 State Highway 2, Bethlehem

James is an expert in the financial advice field. Here is how:
• An unparalleled Financial Markets background
• An Honours Degree in Economics
• Offices in Tauranga and Auckland
• Not tied to any Financial Provider, Bank, Fund Manager or Insurer
• Very approachable

Work History:
• Foreign Exchange Banking – San Paolo Bank – London – 1990 to 1991
• Bond Trading – Bonds Trading for Mitsubishi Trust London -1991 to 1993
• Reuters UK -Business Development Manager –Financial Markets Specialist. – 1994 to 2001
• Telecom NZ – Account Manager Gen-i – 2002 to 2006
• Tutor – Bay of Plenty Polytechnic and Waikato Business School 2008
• Financial Adviser & Principle of Morgan Steel Financial Services Limited Trading as SHARE 2007 to Present

I provide a personal financial planning service, integrating the following elements seamlessly and clearly.

• Diversified Portfolio Recommendations and monitoring
• Discretionary Investment Management Service
• Integrating Independent Research

• Investment Advice
• Full Retirement and Planning service
• Goal Setting
• Investment planning and implementation
• Income from Funds analysis and recommendations
• UK Pension Transfers
• KiwiSaver
• Risk/ Reward examination
• Risk Advice