Chorley
James joined Perspective in 2013 and qualified as a Chartered Financial Planner in 2017, the profession’s highest accolade.
He has over 25 years of experience working in financial services and, during that time, has built up a close relationship with his clients.
James works with clients to help them achieve their financial and life goals through careful financial planning and regular reviews.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123