James has worked in Financial Services since 2011. He started his career in financial services marketing before moving to paraplanning and then, following completion of his professional qualifications, on to advising his own clients. This progression has seen James work for a number of firms, both big and small, and all with different client profiles and investment approaches. This varied experience has given him a thorough and disciplined understanding of the advice process, as well as providing him with a strong technical background.
James advises on all aspects of financial planning, with a particular focus on investments, pensions, and tax planning.
James looks to provide a personal touch and a deep understanding of what is really important to his clients. This understanding helps him to work together with his clients in order to provide targeted solutions to meet their short, medium and long-term financial goals.
DipPFS in Regulated Financial Planning – Financial services, regulation & ethics (RO1), Investment principles and risk (R02), Personal taxation (R03), Pensions and retirement planning (R04), Financial protection (R05), Financial planning practice (R06)
Telephone: 020 7382 0446
Fax: 0844 756 0462
Tax planning is not regulated by the Financial Conduct Authority.
Tax treatment is based on individual circumstances and may be subject to change in the future.