James joined us in 2011 soon after finishing his degree at the University of Kent.
His main responsibilities are researching investments and writing reports. Additionally, because of his affinity for technology and skills, James has also become our go to person for all things IT. He has designed many spreadsheet models that we use throughout the business from back office to client facing.
James is working his way towards a Diploma in Regulated Financial Planning and has already completed his RO1 qualification in regulated financial planning.
Outside of work James plays football in a team in the Sevenoaks & District league and supports Manchester United. He also likes to play video games to relax. The book he has most enjoyed reading is The Lord Of The Rings.
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