James joined the team in 2013 as a Trainee and has since progressed to become a knowledgeable Financial Adviser.
His key area of interest is in Lifestyle Financial Planning reminding clients that ‘Life is not a Rehearsal’.
James works with each individual client to ensure that the correct financial plan is put in place, empowering them to achieve their own individual and family goals and aspirations.
As part of the financial planning process, James works with each client on all aspects of their individual plan – this includes Savings & Investments, Pension & Retirement Planning and putting the correct protection in place for themselves as individuals, their family and where applicable their business.
Outside of work, James enjoys most varieties of music and sports. In 2019 he plans to invest some time in improving his golf game.
Advanced Diploma in Regulated Financial Services (Chartered Financial Planner)
CISI Certificate in Private Client Investment Advice and Management
CII Certificates in Discretionary Investment Management, Advanced Mortgage Advice and Equity Release
Member of the Society of Mortgage Professionals and Personal Finance Society
Integrated Master’s Degree in Planning & Property Development