James graduated from university and went straight into financial planning as he had always taken an interest in helping people manage their money. Helping clients achieve financial freedom is important to him.
During his working career James has worked for two financial planning firms, one being a national firm and the other being a regional. This has helped broaden his understanding of various client needs and circumstances.
He is currently in the process of achieving the Chartered Financial Planner accreditation with the Chartered Insurance Institute (CII).
Outside of work
James’ hobbies outside of work include skiing/snowboarding, following Tottenham Hotspurs and playing golf. Milo (his Cocker Spaniel) is a handful at the weekends.