Prior to his entry into the financial sector, James studied for his degree in Geography at the University of Liverpool, from where he spent a year travelling and working across the USA.
James is a product of the award winning graduate programme at Sanlam and is continuing with his studies and professional development, which he hopes will ultimately lead him to becoming a Chartered Financial Planner.
James has a large number of private and corporate clients who trust his friendly, down-to-earth approach to understanding their objectives, explaining their options and delivering solutions. This trust has developed through the building of close personal and business relationships, and by the provision of a service aimed to meet the requirements of every client via on-going financial planning designed to adapt to changing markets, legislation and circumstance.
James is a keen sports enthusiast who enjoys watching most sports, while attempting to play a few, including golf and football. James lives on the North Wales coast with his wife Kristen and dog Alfie.