James looks after individual and business clients, who trust him to understand their goals and create strategies to achieve them. From building a sustainable retirement income to protecting your wealth from inheritance tax when passing it on. James values building close professional relationships that stand the test of time. He creates financial plans that are robust but flexible, secured by ongoing advice that adapts to changing markets, legislation and circumstance.
Prior to entering the financial sector, he spent a year travelling and working across the USA. Now he splits his free time between attempting to play golf and football and walking his dog Alfie.