James is a Trainee Paraplanner with over 5 years of industry experience working in both administrative and research roles. Before joining the team in 2021, James was a private client administrator at Chase de Vere and previous to that, an assistant Paraplanner at Close Brothers with research and analysis of existing client portfolios being one of his main responsibilities.
James has his Level 4 Diploma in Financial Planning and is currently studying for his J10 Discretionary Investment Management qualification.
In his spare time, James likes to keep fit by playing sports. Whether it’s playing for his local football team on a Saturday or cycling into work with the company’s cycle-to-work scheme in true green fashion, James is always on the move!
James is a financial planner with over 9 years industry experience. Having worked in an administrative and paraplanning capacity previously, he is now a fully qualified financial planner.
James has his Level 4 Diploma in Financial Planning (CII) and his level 6 Certificate in Advanced Financial Planning (CISI), and plans to achieve Chartered and Certified status.
In his spare time, James is a keen sportsman, and when he is at home, he enjoys DJing or getting stuck into DIY.
