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 also works with individuals and attorneys who require financial advice relating to Long Term Care.
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 fiancé, son and Black Labrador. A passionate off‑road motorcyclist and horse owner, he hopes to one day relocate to the countryside with enough space for their ponies to live at home.
