James is a Financial Planner, creating tailored wealth managements solutions for our clients and handling client queries.  James is working towards Chartered status.

• Certified Financial Planner
• Diploma for Financial Advisers
• Award in Pension Transfers
• Mathematics BSc (Hons)

• Chartered Insitute for Securities and Investment (CISI)
• The Personal Finance Society (PFS)
• NextGen Planners

I love the privilege of learning about our clients’ lives – really understanding what matters most to them and what they want to achieve – then helping them put in place the strategies to enable them to shape their stories which are yet to be told.

I’m passionate about financial education as I feel it’s a skill often neglected at school. I enjoy simplifying the complex to help families make sense of their money.

Working with such an intelligent group of people each day, who share the same values I do, is a real privilege. I’ve never worked in an environment so focused on achieving the best possible outcomes for clients and it’s great to be part of this.

I’m a bit of fitness fanatic, I coach at my local gym and enjoy most sports. I also enjoy travelling with my fiancé, walks with my Old English Bulldog Ruby and reading a good book.