James at work
James is currently an Economics student at the University of Nottingham. His interest in financial planning stemmed from financial modules in his degree, investment-related competitions, and experience in a macro-modelling firm.
James is interested in how markets and investment decisions can shape clients’ financial futures, and how strong planning can help them make the most of their money in the long run. He enjoys the relationship side of the profession, and seeing how we can support clients to reach their financial goals.
Alongside this, James is particularly interested in AI and technology and how it can be used to improve efficiency within a business.
James at home
James is a big football fan and has played at a competitive level since age four. He’s very active and loves improving his health through going to the gym and running.
James has recently started playing golf and really enjoys the social side of the game.
