“I enjoy building long lasting relationships with clients and their families whilst helping them meet their financial goals.”
- Locations
- London, City
- Phone number
- 020 3201 3283
James is a Financial Adviser and specialises in helping our clients with complex financial issues such as estate and retirement planning.
He is proud of his record in initiating and managing referrals during his six years with the company. He enjoys building up relationships with clients over the long term as he supports them in meeting personal financial goals and financial security.
James began his career in financial services at an Investment Management firm in Mayfair where he spent five years working as an investment manager before switching to become a Financial Planner and is now a Chartered Wealth Manager with the Chartered Institute for Securities and Investment (CISI) and a Certified Financial Planner.