I believe in building long lasting relationships with clients, providing genuinely tailor-made solutions, which are flexible and adapt to changing goals over time.
James is a highly experienced Chartered Financial Planner having worked in the industry since 2003.
James has been awarded the prestigious Chartered Financial Planner designation by the Chartered Insurance Institute (CII). Chartered status is the professions gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor’s degree.
Prior to joining St. James's Place Wealth Management James had a very successful career working for banks and building societies, during which time James achieved many accolades but his proudest achievement is having built a reputation for trust and integrity with the ability to explain potentially complex financial jargon in an easy to understand way.
James has a passion for retirement planning, he is a pension specialist with extensive knowledge on pension planning advice founded across a suite of professional qualifications including the highly coveted Chartered Insurance Institute AF3 advanced pension planning qualification. This enables James to offer specialist pension advice to his clients, as well as helping them with the many ways to access these funds later in life.
Outside of work James is a dedicated father to his two young children and loves to spend time with his family.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.