James supports our Financial Planning Technicians by implementing our clients’ specific wealth management strategies, managing client data and liaising with investment providers.

• BA (Hons)

I enjoy the variety that the role brings. No two days are the same and there is always a new challenge around the corner.

I am passionate about working hard to achieve my goals inside and outside of the workplace.

I get to be a part of a fantastic team, all working to achieve the goals of our clients and who also support each other to develop both personally and professionally.

Playing and watching a variety of sports including football and darts. I also enjoy baking and socialising with my friends.