James has been helping clients understand, protect, and grow their wealth for more than 25 years. In those years, he has helped clients live the life they want through financial life planning.
Financial Life Planner
Through his experience as a Financial Adviser and Planner, James has developed life planning principles that enable bespoke, thorough financial planning which helps clients to reach their potential.
James’ expertise in life planning, tax-efficient investments, and estate planning ensure you’ll get to where you want to be. He’ll work with you to prepare for your retirement and keep wealth in the family, leaving you to get on with the things that matter to you. By exploring what is most important to you, we’ll build a vision for your future and put a plan in place to get you there.
When James isn’t working, he sings in the Sherborne Abbey Choir and Milborne Port Opera. James and his wife enjoy spending time in their garden, baking cakes and walking their Springer Spaniel, Daisy. They also travel and visit their son who’s currently living in Cologne.
Financial Life Planning with you in mind
James’ three hats
Life’s not a rehearsal, so it’s important to take advantage of the precious time you have. Through life planning, James will identify exactly what sort of life you want to live, and the lifestyle you want to enjoy.
Following this, James will consider all the financial resources you have now and what will be available to you in the future. He then puts a plan in place so you can achieve and maintain this lifestyle.
If any financial products are needed to help satisfy your financial plan, James will identify which products and investments from the whole of market should be implemented so you achieve your goals.
Get in touch
If you’d like to find out more, complete the form below and James will be in touch.