James brings over 20 years of experience across global banks and investment firms including Invesco, Citibank, Credit Suisse, Lloyds Banking Group and Lloyds Bank Corporate Markets.
His approach begins with your life, not just your finances, because great advice should always be based on the full picture. James helps clients plan for the life they want to live through a goals based, life led financial planning approach, providing clarity and financial peace of mind.
Outside of supporting clients, James enjoys spending time with his wife and twin boys and exploring new countries, more than 35 so far. You’ll also often find him coaching his boys’ football team, on the padel court, or out on the golf course.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.