Before joining St. James's Place in 2010, James had over fourteen years dedication to excellence in business and forging strong relationships with clients and colleagues alike. Previously, in one of his key roles as General Manager, James developed a small family business into a very successful and thriving corporate both in the UK and internationally.
As a fully qualified wealth adviser, James brings the same level of tireless dedication by making it his priority to forge long and trusted relationships with clients through listening to individual requirements and delivering face-to-face bespoke advice in all areas of financial planning particularly investment planning, pension planning, tax and estate planning.
As Group Business Director of SeventySeven Wealth Management Ltd, James is also responsible for the introduction and development of our new advisers and ensuring that they attain the highest possible standards in aspects of their roles. James is responsible for how our clients experience the vast amount of products that we offer as a Partner Practice of St. James's Place Wealth Management.
His work ethic is incredible and he’s known in the industry for his calm, methodical and beyond caring values that ensure that with all of our advisers that we deliver the very best to our clients old and new. As a family man and a sportsman his diary is always busy yet he is known for ‘being there when needed’.
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