James began working in financial services in 1998, with much of his formative career spent at HSBC Bank in London. He also gained valuable international experience working within HSBC’s international banking business in Jersey, Channel Islands, between 2012 and 2017.
Within his role, James places a strong emphasis on retirement and estate planning, helping clients put clear, robust strategies in place for the future. He particularly enjoys meeting people from a wide range of backgrounds and working closely with them to develop financial plans that align with their long-term goals and priorities.
Outside of work, James is married with two children, who take up most of his spare time. He previously enjoyed playing sports such as rugby, football and tennis, although these days he tends to follow them from the comfort of an armchair. He is also an active member of his local church and enjoys travelling whenever possible.
