CHARTERED WEALTH PLANNER
James is an experienced Chartered Financial Planner, who advises both corporate and private clients in holistic wealth planning, covering all the key areas including cash flow modelling, investments, pensions, protection, retirement planning and intergenerational planning. Over the years James has built a loyal following of clients who have been delighted with the service he provides.
Prior to joining Kingswood, James built his experience in financial planning initially through Legal & General over a number of years and then moved to Lloyds Banking Group for a short time period. James took the decision to advance his career and offering for clients by joining regional IFA, Sterling Trust.
James graduated from University in Liverpool in 1997 with a degree in Business Economics & Computer Science.
Outside of work, James enjoys spending time his family and friends, outdoor activities, taking regular exercise and trips away.