James joined the company in March 2015, as a Wealth 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.
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. He is also heavily involved in creating and delivering the company’s financial awareness seminar programme across London, covering a variety of pertinent topics.
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.