senior financial planner
T: 01420 83517
James joined us in November 2020 as a senior member of our financial planning team and will be responsible for the production of client reports and providing technical support to our financial advisers.
He started his financial services career 8 years ago as a paraplanner. James worked for a small protection broker firm before moving to Gallagher to gain a wider understanding of holistic wealth management.
James is currently working towards obtaining his Advanced Diploma.
Diploma in Regulated Financial Planning; Certificate in Equity Release; Certificate in Discretionary Investment Management; Certificate in Mortgage Advice and Award in Long Term Care.