Summary

James is a highly accomplished professional in the financial services industry. With a strong background in business and a proven track record of success. James has established himself as a trusted advisor to his clients. Throughout his career, James has gained extensive experience in various aspects of financial services, including investment management, retirement planning, business structuring and SMSFs. His ability to analyse complex individual circumstances and provide strategic advice has earned him a reputation for excellence among his clients. In addition to his current role, James is also actively involved in various philanthropic endeavours. He believes in giving back to the community and has made significant contributions to several charitable organisations over the years. His commitment to making a positive impact extends beyond the financial realm. James's success can be attributed to his strong work ethic, unwavering determination, and continuous pursuit of knowledge which has proven incredibly valuable in raising 3 children and supporting Southampton F.C.