James has worked in financial services for 19 years with experience of providing financial advice to clients and businesses. He’s also provided Quality Advice Training nationally to advisers, as well as managing a team of pension specialist consultants.
He is a Chartered Financial Planner and a pension transfer specialist with key knowledge surrounding trusts, inheritance tax planning, investments and protection. Having worked closely with many advisers and clients, James has the ability to understand the broad spectrum of sophisticated planning which may be required.
James is keen to build trusted relationships and work with clients to create and maintain wealth through strategic planning which is consistent with general market conditions and individual circumstances.