James is a fully Diploma qualified member of the CII and has worked in the finance sector for 18 years since graduating from Plymouth University with a degree in Economics and Law.
James is an Accredited member of SOLLA (Society of Later Life Advisers). He feels that SOLLA is the gold standard of accreditation for helping older clients and their families.
James loves meeting new clients and really getting to know them as part of a relaxed first meeting. He takes great pleasure in helping retired clients bring their goals to life, whether that involves advising on tax efficient gifting to children and grandchildren or planning that round the world trip they had always dreamed of.
One of the things James enjoys most is working with Richard and the rest of the team to ensure everything we recommend is absolutely the best option for our clients. His input in regular investment committee meetings and advice on due diligence performed ensures recommendations are of the highest quality.
James is dedicated to his ongoing improvement in all areas of financial planning but particularly those which impact clients in later life such as pensions, long-term care and estate & inheritance tax planning.
James is passionate about being able to spend time in the local community through initiatives like Welcome Wednesday, where he can often be found enjoying a coffee and a chat with anyone in the area who wants to make connections.
James is a Dementia Friend and has completed extended Dementia Awareness training. He is always keen to further his knowledge about dementia and is a supporter of BRACE Dementia Research – he completed a bungee jump to raise money for the charity and although wouldn’t repeat this, is looking for his next BRACE fundraising challenge!
James has an interest in finance generally and enjoys keeping a watchful eye on the financial markets and listening to investment podcasts. He also has a season ticket for the Bristol Bears Rugby Union team and looks forward attending their home fixtures.
