He has a personal mission to teach individuals and companies the art of managing their finances in a thoughtful, and tax-efficient way as a means to achieve their personal ‘Future Perfect’.

James specialises in dealing with a select number of high net worth and ultra-high net worth private clients and families through a highly personalised and bespoke service. This high-performance strategy enables clients to comprehend the choices available to them and what impact it will have on their individual life objectives.

James is a qualified financial planner, a member of the Chartered Insurance Institute, The Chartered Institute of Securities and Investments and the Investment Association. He is a pension transfer specialist and was a VouchedFor Times Top 100 Financial Advisor in the UK in 2019, 2020 and 2021. He is an entrepreneur, public speaker and company consultant as well as a noted financial expert and a go-to resource for national media outlets and platforms including the FT Advisor, Money Marketing, World Finance and many more.

Away from work, you can find James taking part in outdoor pursuits including cycling, travelling, skiing and more recently trying his hand at both golf and sailing.

Don't let the demands of your schedule prevent you from achieving your financial goals. Book your consultation today and take the first step towards a more sustainable financial future.