After beginning his career with Aviva (formerly Norwich Union), James spent 10 years developing his expertise before moving into a financial advisor role with Prudential in 2017. He joined Whittington Goddard Associates in 2021, where he continued supporting clients with their financial planning needs.
James is a Fellow of the Personal Finance Society (FPFS) and also provides advice on long-term care planning.
James is passionate about helping people build a financial future that supports the lifestyle they aspire to achieve. He enjoys getting to know each client, understanding what is important to them and developing practical solutions that help them work towards their goals. Whether solving complex financial challenges or supporting long-term planning, he believes the most rewarding part of his role is seeing the positive difference thoughtful financial advice can make.
Recognising that many people find financial matters overwhelming, James is committed to explaining complex concepts in clear, straightforward language. By acting as a trusted sounding board, he helps clients feel more confident, reduce financial stress and make important financial decisions with greater clarity.