Financial Planner
01483 330522

Brought up in London, James has worked in the financial services industry for over 30 years. He began his career with the Institutional Equity Division of County NatWest, where his role involved advising pension and hedge fund managers on long-term investment and asset allocation. In 2013, he made a career transition to wealth management, becoming a Chartered member of the CISI in 2017. James joined Punter Southall Wealth (previously Punter Southall Financial Management) in 2019 and advises on all areas of financial planning, including pensions, investments, inheritance tax and protection. Away from work, James most enjoys quality time with his family. Interests include sailing, skiing, golf and trying to keep fit.

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