James joined Progeny in March 2015 as a Financial Planner in the London office. With over 10 years’ experience across the financial services sector, he was previously at Bank of Scotland, and more recently, at Morgan Stanley Private Wealth, where he managed the accounts for board members and senior management of some of the largest companies in the UK and Europe.
Since joining Progeny, James has achieved Chartered Financial Planner status – widely accepted as the ‘gold standard’ qualification for professional financial planners and financial advisers in the UK. Given his experience in advising on employee share plans and complex personal financial planning issues, James is comfortable covering all aspects of financial advice. He now specialises in wealth management, retirement planning and Inheritance Tax mitigation.
James is married to Victoria, and they are both keen travellers. They have recently bought a Victorian home in East London, which, as a renovation project, takes up the majority of their spare time. When he has the opportunity, he enjoys keeping fit through boxing and cycling.