Financial Planner
01483 330524

James enjoys helping families simplify their finances and feel safe, secure and confident about their financial situation. After graduating from Exeter University in 2005, James spent 9 years as an army officer and a short period as a management consultant, before joining a small financial planning firm in London. He joined Punter Southall Wealth in 2019 as a Financial Planner and advises on retirement planning, investments, family and business protection, estate planning and inheritance tax planning. Away from work his interests include trail running, rugby and exploring the UK with his family in their campervan.

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