DipFA
James is a Wealth Planner based in South Yorkshire. Having worked in Financial Services for almost 10 years he joined Succession in October 2023 via transition from Aviva. James enjoys providing his clients with a hand held journey, puzzle solving on their behalf.
James currently advises Aviva Financial Advice clients. Aviva Financial Advice is a trading style of Succession Financial Management Limited.
"My time outside work is occupied with my 2 young children who enjoy the seaside, football and adventures."