James Beck

James is a Financial Planner, creating tailored wealth managements solutions for our clients and handling client queries. He loves the privilege of learning about our clients’ lives – really understanding what matters most to them and what they want to achieve – then helping them put in place the strategies to enable them to shape their stories which are yet to be told.  

James is a bit of fitness fanatic, outside of work, he coaches at his local gym and enjoys most sports. He also enjoys travelling with his wife, walks with his Old English Bulldog Ruby and reading a good book.  

Qualifications: 

• Certified Financial Planner 

• Diploma for Financial Advisers 

• Award in Pension Transfers 

• Mathematics BSc (Hons) 

Memberships: 

• Chartered Institute for Securities and Investment (CISI) 

• The Personal Finance Society (PFS) 

• Plannex