James works with individuals, corporates, charities and trusts advising on all aspects of financial planning. His main expertise is delivering detailed financial planning in a jargon free way.

He lives with his fiancé Lucy, his daughter Mabel and his two dogs (Poppy and Teddy). With family as his core priority, he treats his clients with the same care and attention as his own inner circle.James’ favourite things include Football, Golf, Cooking, travelling and most importantly spending time with the people that he loves.

He says “I genuinely enjoy working with my clients, new and existing. Forging strong relationships, in order to help people achieve their goals and ensuring that they are in a better position than before meeting me, is the joy of the job”