James Sherwood
Senior Financial Planner
Professionally
Operating from our Canterbury office, James is an experienced Financial Planner with over 15 years of experience in the financial services industry.
James enjoys building long-term relationships with clients and takes pride in helping them make informed decisions about their investments. He believes in taking the time to understand each client’s individual circumstances and goals, providing clear and considered guidance to help them move forward with confidence.
- FCA registered “Pension Transfer Specialist”.
- BSc (Hons), PGCE, Dip PFS, Cert DM
Personally
Travel is a big part of James’s life. So far, he has visited 42 countries and is always looking ahead to his next destination.
In his spare time, James enjoys travelling and exploring new places, experiencing different cultures and discovering what the world has to offer.
James in the spotlight
Contact us
Get in touch today to discover how we may be able to assist you.
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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: Lawrence House, Summer Hill, Harbledown, Canterbury, Kent, CT2 8GT
The Financial Ombudsman Service is available to settle complaints between individuals and financial services businesses that they are not able to resolve themselves. For full details of the Financial Ombudsman Service please visit the FOS’ website.
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