James Robinson Senior Manager - Financial Planning

James Robinson

James is a Chartered Financial Planner and Fellow of the Chartered Insurance Institute, having joined the firm as a graduate in 2012 with First Class Honours in Mathematics. He is a Senior Manager in the London Financial Planning team, specialising in advising business owners on their financial planning needs.

James’ focus is to build lasting relationships with his clients, balancing technical knowledge with an in-depth understanding of his clients’ needs. His areas of expertise include planning for a business sale, retirement, estate planning, tax planning and investment allocation. He is one of the champions of cash flow modelling in the business, exploring new ways that plans and risks can be assessed to provide security and peace of mind for clients.

His achievements have been recognised by Citywire Magazine five years in a row, being named in the ‘Top 35 Next Generation Advisers’ 2017-2021. He was also runner up in the FT’s UK-wide Money 

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