0121 313 1370
Trainee Financial Planner
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.
James has joined as a graduate trainee and will be working in all areas of the business as he works towards chartered status to be able to give advice and directly help clients to achieve their dreams.
James has completed his Gold Duke of Edinburgh in 2018 which involved volunteering for over 200 hours and was presented by the Earl of Wessex at St James Palace.
Outside of work James enjoys reading and running although not at the same time!
James also volunteers at Compton Care (which is a hospice for palliative and supportive care) helping with their monthly fundraising.
James also enjoys going on holidays with friends whether abroad or in the UK.