James is Private Client Director, specialising in Financial Planning and Wealth Management. His focus is on building lasting relationships with clients, developing holistic plans to suit the varying needs of business owners and private individuals.
He also leads our relationships with the ICAEW and Law Society. Presenting on various personal finance topics and guiding them through complex topics to better their finances.
Experience
James joined the firm in 2012 and trained to become a Chartered and Certified Financial Planner in 2017.
He works with a range of clients, including professionals, business owners and retirees, and enjoys helping clients navigate the complexities of general tax structuring, pension planning, IHT planning and investment management to arrive at simple and efficient strategies that meet their long-term objectives.
Through his work with the ICAEW and Law Society, he is used to dealing with professionals with complex financial needs. He also leads our financial planning offering for business owners in London.
Work highlights
Citywire 35 Under 35 2016-2021
CFP Diploma in Advanced Financial Planning Winner 2022; Case Study Assessment Joint Winner 2022
Accreditations/ Memberships of professional bodies
James is just the adviser I needed- intelligent, well informed and pro active - with the backing of a well respected firm behind him.
James has listened to our needs, provided balanced service based on our risk appetite and circumstances, very responsive to queries, friendly and professional throughout. Ultimately his advice saved us money and generated income.
James has provided very clear, honest advice. He listens to what I have to say and has tailored his recommendations on that basis. I'm a lot less stressed about my income in retirement.
James has always been thorough in fully covering all aspects of pensions and is very good at communicating the issues that need consideration.
Any question I have James takes time to investigate, respond and give alternatives. He has a gentle pleasing personality and has also helped me with a Trust I represent.
James always provides clear answers to any questions raised by me in respect of my pension.
