What sets James apart?

James is an expert in personal and corporate financial planning, advising a wide range of clients.

His advice covers strategic investment & wealth planning, inheritance tax planning and protection of family and business interests.

James has a unique ability to condense the complicated world of investments and pensions and relay it in an open, simple and transparent way. 

He engages and communicates on all levels and is able to work with clients to formulate bespoke and intricate financial plans that take into consideration a client’s holistic needs, requirements and goals.

James' service expertise

IFA Services
  • Personal and Corporate financial planning
  • Charity and Trustee financial planning
  • Retirement planning from accumulation to decumulation with advice through the use of personal, occupational and complex self-invested arrangements.
  • Strategic investment & Wealth planning
  • Inheritance tax planning
  • Protection of family and business interests
     

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