James is a Technical Team Leader, supporting the Financial Planners by creating tailored wealth management solutions for our clients and handling client queries. James has worked in the industry for over 20 years and also has a background in software development and engineering. James holds Chartered status through both the CISI and CII, and is working towards Fellowship status.
Qualifications:
Memberships:
YOU ARE LEAVING THE UK VERSION OF OUR WEBSITE.
Please be aware that services and pages will differ from region to region. Your chosen regional site will open in a new browser window or tab. Please press ‘Proceed’ to continue or if you would like to stay on the UK site, please press ‘Return’.
Search
"*" indicates required fields
Step 1 of 4
Tell us about yourself
Tell us what we can help you with.
How can we reach you?
Δ