Get in touch
Robson Laidler Accountants

James McMurray

Paraplanner
0191 281 8191 jmcmurray@robson-laidler.co.uk

Important information

Qualifications
Hard at work

James in the office

I graduated with a 2:1 in History with Philosophy from Newcastle University in July 2021, working part-time throughout.

In October 2021, I joined a local IFA as an administrator. Over the next two years, I sat my financial exams, passing all first time and earning my Diploma in Regulated Financial Planning within two years of joining the profession.

In July 2024, I left the local IFA firm to join Robson Laidler as a paraplanner to progress my career in a more client-facing role. I’m now looking to complete my Chartered exams over the next couple of years.

The things I love most about my job are the satisfaction of helping clients achieve their financial objectives and learning something new every day, from advice to the policies researched.

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Away from the desk

James out of the office

My girlfriend and I enjoy going to new restaurants to try a variety of different foods and to experience different cultures. We also attend a variety of music concerts and festivals, and have begun to tick off holiday locations from our bucket list.

As a football fan, I follow Newcastle United FC and Gateshead FC, and attend the games when able.

Spilling the beans

What's on your
bucket list?

Visit every continent.

Attend a major football cup final with either Newcastle or England.

Go to Glastonbury and Coachella.

Qualifications

  • Diploma in Regulated Financial Planning

    This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

  • J09 Paraplanning

    At the end of this unit, candidates should be able to demonstrate their ability to understand the role of the paraplanner in providing financial services, and evaluate and analyse the customer’s financial circumstances to provide potential solutions.

  • R01 Financial Services, Regulation, and Ethics

    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

  • R02 Investment Principles & Risk

    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

  • R03 Personal Taxation

    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

  • R04 Pensions and Retirement Planning

    This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

  • R05 Financial Protection

    This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

  • R06 Financial Planning Practice

    This qualification helps advisers develop and demonstrate their financial planning capabilities.

  • J05 Pension Income Options

  • J10 Discretionary Investment Management

  • AF8 Retirement Income Planning

  • Certificate in Paraplanning (CII Level 4)

  • Certificate in Discretionary Investment Management (CII Level 4)

Meet your team

Your money, in safe hands. These are the dedicated individuals responsible for looking after your wealth, and maybe, just maybe, making your dreams come true.

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Better finances come from wiser decisions. So, we share our wisdom freely to help boost your money know-how.

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It all starts here

When you’re ready to transform your life through financial planning, why wait? Reach out to us today to arrange a no-obligation initial chat about your circumstances.

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    Robson Laidler Financial Planning Ltd t/a Robson Laidler Wealth. Registered office: Fernwood House, Fernwood Road, Jesmond, Newcastle upon Tyne, NE2 1TJ. Robson Laidler Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA Registration number 458879. Registered in England and Wales. Company number: 05395046.

    Past performance is not necessarily a guide to future performance. The value of investments, and the income arising from them, can go down as well as up, and are not guaranteed, which means that an investor may get back less than they invested.

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    Chartered Financial Planners

    Chartered Financial Planners have made a joint public commitment with the CII to deliver the highest standards of professionalism, and then placed a public badge on that commitment. The Chartered badge proudly tells you when a professional has made a public commitment to putting you first. The badge says it all.
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