James Randall

Wealth Planner

James has worked in financial services for over 20 years and has primarily been involved in advising on pension and investment portfolios.

James mainly advises the owners of small and medium sized businesses and often works in partnership with the clients other advisers such as their accountants. His past experience of being a Company Director has given him the ability to empathise with business owners and help them plan their futures. He holds advanced pension qualifications which enable him to guide clients through the maze of pension planning. This includes the use of pension scheme funds to purchase commercial properties.

James is married with two young children. His interests outside of work include fishing and cricket and he is currently starting his cricket coaching qualifications.

Qualifications B.A. (Hons), Dip PFS.

01932 340 710

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