Managing Director & Financial Planner
BSc (Hons) Dip PFS Cert CII(MP&ER)
James joined the business in its previous form of John White Associates in 2007 following 5 years in his previous role as a tied financial adviser with the Cooperative Insurance Society (CIS) and now has 20 years experience as a financial planner. He quickly achieved the Diploma in Financial Planning and is currently studying towards becoming a Chartered Financial Planner.
James provides advice to private individuals, trustees and small businesses owners, specialising in retirement planning and tax mitigation for those in the fortunate position of having built up significant assets.
James has two sons with whom he enjoys following Nottingham Forest and both listening to and playing music.
Qualifications
Diploma in Financial Planning
Member of the Personal Finance Society by Diploma
J01 Personal Tax
J02 Trusts
J05 Pension Income Options
R06 Financial Planning Process
ER1 Equity Release
MAQ Mortgage advice
Financial Planning Certificates (FPC 1, 2 & 3)
Certificate in Pensions Automatic Enrolment
Click here to view James’ Statement of Professional Standing (SPS)
