Freephone us today on 0800 0321419
James holds the Diploma in Financial Planning from the Chartered Institute of Insurance.
James has worked in the financial services industry for almost 30 years in four different countries, which gives him an extremely broad range of experience and expertise. He enjoys advising clients from a diverse range of backgrounds and ages, each with their unique needs and long-term life goals. James worked for several large financial corporations before joining the Throgmorton team.
James specialises in developing comprehensive and holistic planning strategies for his clients that are tailored to match their individual requirements and long-term, multi-generational financial objectives. James focuses on investment, wealth planning and inheritance tax solutions, collaborating with his clients to strengthen and continuously develop their financial resilience.
When not at work, James spends his time in the gym, visiting the British and Tate Museums and has a passion for good restaurants.
Email: jb.mayfair@throgmortonltd.co.uk
Phone: 0800 032 1419