Profile
James joined Azets Wealth Management in 2024, having previously been with Milne Craig, recently acquired by Azets.
James has 15 years’ experience in the industry, with over 10 years providing regulated advice to clients. He holds the Chartered Financial Planner qualification, and is an Associate of the Personal Finance Society. He is experienced in a wide range of areas including pensions and retirement planning, tax efficient investing, and estate planning.
James specialises in providing holistic advice to clients and helping them to achieve their objectives in the most suitable way. He is able to help create a bespoke financial plan, which begins by establishing his client’s objectives, and focusing on what is important to them.
This allows for a long term strategy to be developed with his clients, which James will review continually and adjust when necessary, to ensure it remains appropriate and on track throughout their financial journey.