James entered Financial Services in 1983 in London and began building a client bank through personal and professional recommendations.
In 1995 he moved to Wiltshire and took up a position as an Independent Financial Adviser and continued servicing the needs of personal clients, but also began taking on some corporate work running worksite advice surgeries as well as installing new group benefits schemes.
James joined Morgans in September 2016 and is also fully qualified to advise on all types of mortgages including Equity Release. This is an area of advice that is rapidly expanding and the products have become so much more attractive. Most of his time is spent in financial planning, advising clients on building their financial security through pensions and investments with a view to ensuring they and their families are the greatest beneficiaries.
He lives not far from Bath with his wife and has two grown up children, both living and working in London. Outside work he enjoys good food and wine, the arts and plays golf when time allows.