Advising clients since: 2016
Qualifications: Bachelor in Economics, Diploma in Financial Planning
Areas of expertise: Residential and Investment Property Mortgages, Holistic integration of mortgages and financial plans.
James studied at the University of Birmingham, attaining a 2:1 in Economics. He then went on to work in investment banking from 2005 to 2015, and has been working with Westminster Wealth since 2016, specialising in mortgages.
James recently completed his Diploma in Financial Planning with the Chartered Insurance Institute and is in the process of becoming a Chartered practitioner.
In his free time, James enjoys spending time with his wife, and their two young children and sneaking in the occasional round of golf!