Professionally

At work

James has joined Henwood Court as an Associate Financial Planner, providing technical support to our Financial Planners and support team.

James’ role includes assisting in client meetings, conducting research and producing comprehensive suitability reports and analysis.

James works closely with Jason in supporting him with client work.

Personally

At home

Outside of work, James enjoys holidays and traveling, taking any opportunity to scuba dive when away.

James also likes staying fit and active through sports like football, tennis, rugby and skiing. James likes cooking new dishes and loves getting stuck into a good board game with friends.

Spotlight questions

Getting to know
James

What do you enjoy most about your job?

The opportunity to help clients achieve their financial goals while working alongside a talented and supportive team. It’s fulfilling knowing we’re making a meaningful impact to clients.

What motivates you at work?

I enjoy how financial planning is constantly evolving, requiring us to constantly stay up to date with the latest trends and information to provide the best possible outcomes for our clients.

What’s at the top of your bucket list?

To see a whale and great white while scuba diving.

contact us

We’re here to help

0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE

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