Diploma For Financial Advisers (DipFA)
James has been in the Financial Services industry for over 22 years, the last 8 as a Wealth Planner. With a personable approach James helps his clients by creating a financial plan that’s individually tailored to their current circumstances and aspirations for the future with a solution led, regularly reviewed service.
"I spend a lot of time in the New Forest with my family partaking in various activities, particularly beach cleaning with my son or cycling through some muddy trails on my mountain bike."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.