Get to know James
James is a Chartered Financial Planner with an Advanced Diploma in Financial Planning. He has worked in the financial services profession since 2006, starting in administration before progressing into paraplanning and financial planning.
His goal is to work with clients to help build secure financial futures through personalised strategies. He collaborates with individuals and families to assess their financial situation, goals, and priorities, creating tailored plans for wealth management, retirement, and investment growth. He guides clients through key financial decisions, simplifying complex concepts to help them feel more confident.
James also provides ongoing support, adjusting plans as life changes occur. He is committed to transparency, trust, and building long-term relationships, empowering clients to make informed financial decisions.
Outside of work, James enjoys spending quality time with his young family, whether on holidays, weekend trips, or family film nights. He also loves sport, particularly football and the NFL, and is a Freeman of the City of London, a distinction he is immensely proud of.
In the spotlight
Hawksmoor
Chartered Financial Planner
Certified Financial Planner
Member of Personal Finance Society
Qualifications