James joined Finura in May 2022 as an adviser, with over 16 years’ experience in the financial services profession and over 14 years advising a range of high-net-worth individuals. He holds a Chartered Fellowship with the CISI.
His diverse Client base has provided him with a vast range of experience, which complements the varying financial needs that people have. James prides himself on providing holistic advice and focusing on matters ranging from tax efficiency of investments, protection and estate planning. His aim is to ensure that people can meet their goals and those of their families through continued interaction and operates in a way that values each Client and their individual circumstances.
Outside of work James enjoys playing golf and can play the piano, violin and drums, although much of his free time is devoted to his 3 young children and dog walking.