James has a strong interest in personal financial advice and has previously worked for Natwest Bank where he gained experience of a variety of financial products and services when he worked as an introducer for the financial planning managers.

He now helps to organise our seminars being the main point of contact for arranging, venues, speakers and agenda’s.

In addition, James prepares valuations and investment reviews which are vital in keeping clients informed on the progress of their plans.

He lives in Wrexham and enjoys collecting and listening to music from many different genres.