James is a chartered financial planner and fellow of the Personal Finance Society with over 30 years industry experience. Since joining Active Chartered Financial Planners in 2010, James has earned a reputation for his meticulous, client-focused approach, providing tailored advice on pensions, investments, and business financial services, primarily for clients in the Tyne and Wear region.
Key Services
Chartered financial planner, James offers the full range of financial planning services – for both businesses and individuals, but is perhaps best known for his work with personal pension planning and investment planning.
James’ methodical and challenging approach to products and planning means he leaves no stone unturned in his quest to provide the best possible financial advice to his clients.
James’ clients are predominantly distributed around the Tyne and Wear region.
Career Profile
After gaining his degree in 1987, James began his career in financial services by joining Clerical Medical as a broker consultant, becoming an independent financial adviser (IFA) 3 years later. James went on to establish his own firm and then manage the financial services department in a law firm.
James joined the team at Active Chartered Financial Planners in 2010 following a period where he worked at Lamb & Associates in Newcastle.
James is a chartered fellow – the highest level of qualification awarded in our industry.
“James -thank you for your invaluable advice – for all your help and guidance”
Qualifications
