James has over 20 years’ experience in the wealth management industry, previously working for Brooks Macdonald as a tied financial adviser and holding various managerial roles since 2000. James specialises in retirement planning, creating tailored accumulation and decumulation strategies, including pensions, investments, and financial protection. He is a Chartered Fellow of the Institute of Securities & Investment (CISI) and holds the CISI Private Client Investment Advice & Management Certificate (PCIAM), the CII Diploma in Regulated Financial Planning (Dip PFS), the Investment Advice Certificate (IAC), and the ICSA postgraduate Professional Qualification (FCIS).
