Co-founder and Certified Financial Planner
James has over 10 years experience as an Independent Financial Adviser, having previously been Director of Financial Planning for a regional Independent Financial Advisory business and learnt his craft working for boutique wealth management and financial planning businesses in the city of London.
When he is not running around after his children he is a keen sportsman having participated in many sports through the years. Having recently recovered from knee surgery he is keen to get back in the gym and return to the fairway soon. He also enjoys the odd fitness challenge for charity having competed in the CF Warriors 24 hour Fitness Challenge and completed both the London to Paris Bike Ride and Three Peaks Challenge in less than 24 hours.
James is passionate about helping people transition to financial advisor roles, training advisers either directly or via his podcast.
James holds the Chartered Financial Planner title from the Chartered Insurance Institute and the Certified Financial Planner certification from the Chartered Institute for Securities & Investment. He has a degree in Economics.