James joined LEBC early in 2019. His previous experience has been as an adviser dealing with Private Client’s Investments, Pensions and Mortgages since 2013.
James has had specific experience in dealing with client’s requirements for advice in Pensions consolidation and holds the regulatory qualification in specialist Pension Transfers AF7. James also holds the CII certificate for Equity Release.
- Certificate in Equity Release
- AF7 Pension Transfers
James has a comprehensive experience in dealing with all aspects of Private Client Advice including the use of Investments and trusts to help clients achieve their financial objectives.
Away from the office James is keen on sports, particularly boxing, keeping fit and has a keen interest in cooking.