James is a member of the financial planning support team
James graduated from the University of Exeter, where he completed his BSc in Economics and MSc in Financial Analysis and Fund Management. Prior to working for us, James worked with another IFA where he was involved in planning and advice processes dealing with both national and international clients.
James is currently working towards completing his remaining exams for his Investment Advice Diploma and Diploma in Financial Planning.
James will be working on a range of cases, supporting the Paraplanning and Technical team in writing technical advice for clients for a variety of wealth planning and investment related matters.
In his spare time, James enjoys, watching or playing music on drums or guitar, boxing and is a long distance runner, frequently taking part in various running events.