James recently joined HJP Chartered Financial Planners as a Financial Adviser, having previously worked as a Financial Adviser at Foresters Financial for almost 5 years.
Before entering the financial services profession, James spent 17 years in the Automotive industry. This experience has given him a strong understanding of the sector and the unique opportunities and challenges faced by those working within it.
James is passionate about helping individuals who are new to financial planning, creating bespoke strategies tailored to their personal circumstances and long-term goals. His areas of expertise include retirement planning, investment planning, and protection planning.
Recognising that many people no longer spend their entire career with a single employer, James helps clients review and assess their pension arrangements to ensure they remain tax-efficient, appropriate, and aligned with their objectives. Whether due to multiple job changes, personal pension arrangements, or simply losing track of existing schemes, retirement planning can often feel overwhelming. James provides clear guidance to help clients take control of their retirement savings.
He also understands that building a career and managing day-to-day responsibilities can leave little time for financial planning. James believes it is never too early to start preparing for the future and is committed to helping clients put effective plans in place today, without placing unnecessary demands on their time.
In his spare time you can find James at his local cold water swimming club, spending time with his family and supporting the England Rugby team.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.