Principal, Financial Planning
020 3327 5518

James was raised in London before starting his career as a financial planner in the 1980s. Since joining Punter Southall Wealth (previously Punter Southall Financial Management) in 2008, James has been instrumental in helping clients plan for retirement, including particular expertise in estate planning and long-term care. James holds the Chartered Insurance Institute qualification, ACII. As a ‘culture vulture’, James likes to spend his spare time visiting art galleries and writing novels, currently working on his second novel. He is particularly interested in the origins of Cubism and having the Courtauld Cezannes near our office assists this exploration considerably.

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