James helps Jersey residents to plan financially for a comfortable retirement. His focus is on devising optimum accumulation (pre-retirement) and decumulation (post-retirement) strategies to meet clients’ lifestyle and succession goals. He actively reviews and advises on (personal and occupational) pensions and long-term investment portfolios using the leading investment managers and evaluation tools in the industry, building in financial protection plans where 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 Member 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 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 graduate Professional Qualification (FCIS).
Other Interests: Family, Friends and Golf.