Coming from an Oil broking background James has worked with refineries, investment banks and large oil companies acting as an intermediary broker, which has given him fantastic exposure to a vast spectrum of investment strategies. Having returned from Singapore, James has completed his Chartered Insurance Institute Level 4 qualification and is now focused on helping private clients to achieve their financial aims. He believes helping clients structure their finance to ensure growth, as well as security, requires an ongoing holistic approach to ensure clients’ goals are monitored and continually reflected in the investment approach.
James believes to successfully manage your wealth you have to fully understand where you are now, but more importantly where you want to be in the future, only then can you put in place strategic plans that incorporates investing, tax planning, protection and inter-generation planning. James prides himself on the relationship he has with his clients, a relationship that is grown from trust, knowledge and his steadfast desire to help people.
On a personal level, James is an avid explorer of both land and sea, a passion that has taken him to many parts of the world and given him an enormous appreciation for different cultures. Nowadays James is more focused on family life, and while he enjoys the odd game of tennis or a quick weekend away, it’s his family that takes centre stage.