James holds the Diploma in Financial Planning from the Chartered Institute of Insurance.
James has worked in the financial services sector since 2001. He previously worked for Barclays and the Nat West Bank. He joined the Throgmorton Team in 2012.
James’ main areas of advice are investment and retirement planning. He also has many corporate clients, helping them with all aspects of planning for their business including workplace pensions. James believes that the ultimate accolade for his work is confirmed through the long-term relationships that he has formed with his clients.
James is married and is kept busy by his two children, two cats and a dog. He loves playing golf, having previously been a professional golfer. He also plays football for Witney Wanderers.