James adopts a collaborative and client-focused approach to financial planning. He begins by thoroughly analysing each client’s current financial position and understanding their goals and aspirations. From there, he designs and implements bespoke financial plans tailored to meet their individual needs. James believes that listening carefully and providing clear, expert guidance is central to delivering meaningful and effective advice. He places particular emphasis on creating tax-efficient solutions that aim to preserve and enhance his clients’ wealth.

Committed to building long-term relationships, James supports his clients throughout every stage of their financial journey. He advises on a wide range of areas including Savings, Investment and Retirement Planning, and both Family and Business Protection. In addition to working with individuals and families, James works closely with business owners and company directors to develop strategies around tax planning, employee benefits, business continuity, and succession planning. His expertise also extends to more complex areas such as Inheritance Tax mitigation and Trust strategies.

Alongside his client work, James plays an active role in supporting the growth and development of PFPS Wealth Management. He works closely with new Advisers entering the profession, providing guidance, mentoring, and practical support as they build their own careers within the firm. James is passionate about maintaining the high standards of advice and service that PFPS is known for and takes pride in helping to shape the next generation of financial planners.

Outside of his professional career, James is a dedicated and competitive sportsman, with a particular passion for hockey. He has proudly represented his country at numerous international tournaments across the UK and Europe, and currently plays for Chester Hockey Club, where he continues to compete at a competitive level.

Trusts are not regulated by the Financial Conduct Authority.