Independent Financial Adviser
James is passionate about supporting his clients in all aspects of financial planning, helping them to achieve their financial and retirement goals. Expect a personable approach where he will identify what you value the most in life before creating a plan around these values.
James’s previous career included Leisure management (for the local authority) and a trainer assessor for the Royal Life Saving Society, before deciding on a career change and a move in to wealth management.
Outside of work, James enjoys family time with his three wonderful children and is due to marry his fiancé, Helen. He enjoys all types of sports and is an FA qualified football coach and NVQ assessor.
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