James began his career in finance over 20 years ago having graduated with a BSc (Hons) in Economics and Finance and has been providing advice to High Net Worth (HNW) individuals and businesses since 2005. Specialising in the provision of personally tailored goals-based financial advice, his aim is to unburden private individuals, trustees and businesses from the complexities of managing their protection, investment planning and wider wealth management needs. James is dedicated to fostering long-term relationships with clients, thereby ensuring that any plans put in place remain effective in the future, regardless of how circumstances may evolve. His philosophy is based on the core values of transparency, honestly and integrity. James values a work-life balance, prioritising quality time with his wife and young son. Committed to personal well-being, he maintains an active lifestyle that includes cycling, hiking, and weight training, alongside practices like meditation and breathwork to foster resilience and focus. A keen traveller, he draws inspiration from his experiences exploring Asia, blending cultural insights with a strong drive for continuous growth and innovation.