Professionally
James enjoys helping clients in London gain a better understanding of their financial position and what this might mean for the future, whether they are at the start of their journey building funds towards their objectives or approaching retirement and looking to understand how the wealth they have built can support them in the years ahead.
He has worked with clients from all walks of life and prides himself on tailoring each client journey while building long-term relationships. Based in London, James believes financial planning is never one-size-fits-all, and that as circumstances can change overnight, a client’s plan must be bespoke and flexible enough to adapt with them.
- Estate planning
- Cashflow planning
- Retirement planning
- CII Level 6 Advanced Diploma in Financial Planning
- CII Level 4 Diploma in Regulated Financial Planning
- Award in Regulated Pension Transfer Advice
- CII Level 4 Diploma in Financial Planning
- CII Level 3 Certificate in Financial Services (General Route)
Personally
James has always been a team player, be that work or socially. He continues to play Hockey for Barnes Hockey club and even helps the club on their committee. Outside of socialising he also enjoys the quieter evenings in with a book or film (albeit usually interrupted by his cats!).
James in the spotlight
Contact us
Get in touch today to discover how we may be able to assist you.
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