James is one of the few Advisers in the U.K. to have achieved the CERTIFIED FINANCIAL PLANNER™ accreditation, the only globally recognised mark of professionalism for Financial Planners and in 2016 he was awarded the Jonathon Timms Memorial Prize by the Chartered Institute for Securities & Investments (CISI). This prize is awarded to the candidate who has produced the best financial plan to meet the FPSB certification standards over the year.
James is also a Chartered Wealth Manager and Chartered Fellow of the CISI with over 19 years’ experience in Financial Services. Before becoming a Financial Adviser, James worked in various management, training and developmental roles and brings a strong coaching approach to his work, with his clients.
Karen oversees the smooth running of the office and is responsible for our client care, ensuring that all clients receive the best possible service. Karen comes from an educational background having taught in local schools as well as working as a private tutor.
Ethan joined the team in January 2019 and assists with the financial planning process.