Professionally
James enjoys helping clients get a better understanding of their financial position and what this might mean going forward. He works together with clients to build a suitable and realistic financial plan aligned to goals and objectives that will serve a solid foundation.
He has worked with clients from all walks of life and prides himself on being able to truly tailor the client journey and build relationships that will last a lifetime, particularly as firms go through periods of change including mergers, acquisitions and client migrations.
- 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 and is a loyal friend who socialises quite regularly, but as his friends know he is also more than happy to curl up in bed with a book each evening.
James in the spotlight
Contact us
Get in touch today to discover how we may be able to assist you.
© Copyright Craven Street Wealth Limited 2024. All rights reserved. All content is for general information only and does not constitute investment, tax, legal or other forms of advice. You should not rely on this information to make, or refrain from making any decisions. Craven Street Wealth is the trading name of Craven Street Financial Planning Limited.
Craven Street Financial Planning Limited (FCA No 135202) is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No: 03852054
Craven Street Wealth Limited is a registered limited company in England and Wales No: 13077997
Registered office: 3 Gough Square, 3rd Floor, London, United Kingdom, EC4A 3DE
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