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James has nearly 20 years' experience as a Financial Planner and is a Certified Financial Planner (CFP). He joined Perspective 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.

Other contacts

Samuel Wright FPFS

Director, Chartered Financial Planner

Mark Cashmore DipPFS

Financial Planner

David Earl FPFS

Chartered Financial Planner

Lewis Greenwood DipFA

Financial Planner

Dev Makrani

Financial Planner

Mark Taylor, APFS

Director, Chartered Financial Planner

Registered in England and Wales No: 7003923. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (South East) Ltd is an Appointed Representative of Perspective (South) Limited, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT.

Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

Perspective (South East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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