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James has over a decade of experience as a financial adviser before joining the Group in 2013.

During this period, James has worked for local and national businesses. James is qualified to QCF Level 6 and is a Certified Financial Planner (CFP). James is also a member of the Chartered Institute for Securities & Investments (CISI), the Personal Finance Society (PFS) and the Association of Professional Financial Advisers (APFA).

James 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 advice.

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