James is a diploma qualified independent financial adviser and has been with Prosperity Wealth since 2014. James has worked his way up through the company joining shortly after graduating university, fulfilling admin roles before becoming an Independent Mortgage and Protection Adviser. James continues to further his development currently working towards becoming a chartered financial planner.
James’ ethos is ensuring his clients have a bespoke plan for their financial goals and specialises in pension and investment planning. James’ key goal is to help his clients plan for their long term financial future whilst also being able to help with their short term goals, including offering mortgage and protection advice.
When James isn’t working he enjoys spending time with his wife Kayley and young daughter Lily, who certainly takes up a lot of his spare time. James also enjoys various sports mainly football and playing golf as a member at Stourbridge Golf Club.