James joined our firm in 2012 to add further experience to the paraplanning team, having previously worked for other professional advisory firms in the East Midlands area.
He is already qualified to Diploma level and is progressing towards his Chartered qualification.
His role in the firm is to provide research and report writing support for the Chartered advisers.
Diploma in Financial Planning
The Merchants House
The White Hart
Telephone: 01775 717220
Fax: 01775 717225