With over 10 years of experience in the Financial Services industry, James has been involved in every stage of the advice process since graduating from university.
He holds the CISI Investment Advice Diploma and specialises in retirement planning, helping clients transition from building their wealth to making it work for them in later life.
James enjoys simplifying complex financial situations and helping clients make informed decisions. He finds it especially rewarding to create strategies that support clients in achieving their long‑term goals.
Outside of work, James enjoys countryside walks with his partner and their four‑legged friends. A passionate off‑road motorcyclist and keen horse rider, he hopes to one day relocate to the countryside with enough space for their ponies to live at home.
