Having graduated from the University of Leeds, James worked in the Insurance sector before joining AAG Wealth Management. As an Associate Wealth Manager, James was an integral member to the Simon Beazley (Associate Director) team, gaining valuable experience whilst studying for his Diploma in Regulated Financial Planning with the Chartered Insurance Institute (CII) which he achieved in 2019.
As a Wealth Manager, James provides bespoke financial planning solutions to his clients to optimise UK tax structures, helping his clients save for their personal objectives in a tax efficient manner. James enjoys building strong client relationships based on trust and understanding to ensure that his clients can make informed financial decisions.
Outside of the office, James is passionate about sports; most notably, he is a qualified ski instructor who enjoys the Whistler Blackcomb resort. As Captain of the Old King’s Scholars 1st XI football team in the Arthurian League, James also organises the day to day running of the team.