James Mousley
Co-founder
James has over 10 years of experience as an Independent Financial Adviser, having previously served as Director of Financial Planning for a regional Independent Financial Advisory business and honed his craft working for boutique wealth management and financial planning businesses in the city of London.
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When he is not running around after his children, he is a keen sportsman, having participated in many sports through the years. 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 under 24 hours.
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James is passionate about helping people transition to financial advisor roles, training advisers either directly or via his podcast.
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James holds a degree in Economics and has the following designations from the Chartered Institute for Securities & Investment.
