Qualifications
James qualified as a financial adviser in 2016. He has two years of advisory experience, supported by eight years as a director and adviser of a regulated mortgage business.
James is passionate about helping clients feel confident in their financial future while still making the most of today. He creates sustainable and structured plans that aim to support security without compromising lifestyle.
James provides guidance on investments, protection, and retirement planning, always tailored to individual goals and circumstances. He believes that financial planning should create freedom, not restriction.
Specialisms
- Holistic financial planning
- Cashflow modelling
- Retirement planning
- Investment planning
- Pre- and post-retirement strategy
- Protection planning
Find an adviser
Our team of independent financial advisers have some of the highest qualifications in the UK and they are committed to achieving financial security for their clients.
Contact us
Arcus Wealth is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. Registered number: 05280582.
Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk
Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.
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