James Keenan – Amersham

Wealth Planner

James is one of the UK’s most highly qualified financial planners and has worked in the financial services industry for over 25 years.

James explains to clients that there are only two things you can do with your money, either spend it or save it. His job is to work out how much you need to save and how much you can afford to spend. James uses cashflow modelling to illustrate clients’ financial futures, and this forms the basis of the financial plan. His most common piece of advice is to tell clients “you need to spend more money”!

James lives near Hertford with his wife, four children and his dog. Family time is very important to James along with trying to keep fit.

James is a Chartered Financial Planner and Chartered Wealth Planner.

01494 358 000 / 07817 030 897

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