James has nearly 20 years’ experience as a Financial Planner and is a Certified Financial Planner (CFP). He joined Perspective (South East) Ltd in 2013.
He is a member of the Chartered Institute for Securities & Investments (CISI), the Personal Finance Society (PFS) and the Association of Professional Financial Advisers (APFA).
He specialises in providing financial advice to private clients, working with clients to assess and manage their investment, pension, protection and tax/estate planning needs.
James offers a professional but friendly approach, providing impartial advice to each of his clients based on their individual needs and circumstances.
The Financial Conduct Authority does not regulate taxation or trusts