Brian James

Chartered Wealth Planner

Chartered Financial Planner (AFPS)

Chartered Wealth Manager (FCSI)

Brian started his financial career with KPMG before launching his own businesses at Director level. Following the completion of an MBA, Brian embarked on his Wealth Management career and after several years experience, working for Gerrard Stockbrokers and Brewin Dolphin investment managers, moved to the South West to take up the position of Head of Office – Divisional Director at Brewin Dolphin in Plymouth. Most recently Brian was a Director of DFP Health & Wealth Management Ltd prior to its acquisition by Succession Wealth.

Brian is a Chartered Financial Planner and Chartered Wealth Manager providing expert financial planning advice to private clients, businesses, business owners and the not for profit sector. Brian’s focus is to ensure that his clients receive the help and advice they need, when they need it, to enable them to meet their goals and aspirations. Brian is also an Associate member of STEP (Society of Trust and Estate Practitioners).

Brian is married with two adult children who have just qualified as a Solicitor and a Chartered Accountant.

Brian lives in the South Hams and in his spare time enjoys exploring the wonderful Devon coastline and countryside with family and friends, playing golf, growing fruit and vegetables in the garden and when time allows spending time out on the water. He also enjoys skiing and watching rugby.

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