Professionally

At work

James joined Henwood Court as a graduate trainee and mainly deals with the administration of recommendations and helping clients move their funds. James is currently working towards his chartered status which will enable him to give advice and directly help clients to achieve their dreams.

James achieved a 2:1 degree in Business Economics at the University of Lincoln. Over the three years, he studied a wide range of topics from the economics of banking to business law.

Personally

At home

Outside of work, James enjoys reading and running (although not at the same time!). James also volunteers at Compton Care – a hospice for palliative and supportive care- helping with their monthly fundraising.

James loves going on holiday with friends, whether abroad or in the UK.

Spotlight questions

Getting to know
James

What do you enjoy most about your job?

I enjoy dealing with complex situations and finding solutions to benefit our clients.

What motivates you at work?

Understanding a problem or situation correctly the first time.

Who inspires you? Why?

My dad, who started a successful accountancy firm.

Tell us something people may be surprised to learn about you…

I am distantly related to a famous footballer.

What’s at the top of your bucket list?

To travel as much as possible.

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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