Crystal Palace
James joined Perspective in August 2021, bringing with him over 40 years of experience in the financial services industry. His extensive career has provided him with a deep understanding of financial planning and the evolving needs of clients at different stages of life.
He holds a wide range of professional qualifications, including IAC, IMC, CeMap, PICAM and CF8, and is a Chartered Fellow of the Chartered Institute for Securities and Investments. James specialises in providing advice across pensions, investments, inheritance tax planning, long-term care and protection, offering clients comprehensive and well-rounded financial guidance.
James is known for his friendly, relaxed and approachable style, helping clients feel comfortable and confident when discussing their financial goals. He takes pride in building long-term relationships and delivering clear, practical advice tailored to each individual’s situation.
What James enjoys most about his role is seeing the tangible benefits his advice can bring. Whether it’s helping clients achieve their financial ambitions or simply providing reassurance and peace of mind, he finds great satisfaction in making a meaningful difference to people’s lives.
Mostly with family but I also enjoy a little bit of cycling.
Watching England in a test match in New Zealand.
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The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123