James helps Jersey residents to plan financially for a comfortable retirement. His focus is on creating optimum accumulation (pre-retirement) and decumulation (post-retirement) strategies to meet clients’ lifestyle and succession goals. He advises on personal and occupational pensions as well as long-term investment planning using industry-leading investment managers and evaluation tools, building in financial protection plans as needed.
James joined Advisa Wealth in 2021 to expand his service offering as a regulated independent financial planner, previously working for Brooks Macdonald as a tied financial adviser since 2011. James has held various managerial roles in the wealth management sector since 2000.
James is a Chartered Fellow of the Institute of Securities & Investment (CISI). Prior to which he was a Fellow of the Chartered Governance Institute (ICSA); a member of the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS).
CISI Private Client Investment Advice & Management Certificate (PCIAM); CII Diploma in Regulated Financial Planning (Dip PFS); Investment Advice Certificate (IAC) and the ICSA post-grad Professional Qualification (FCIS).