Jim has been in the Financial Services industry for over forty years, advising and running the Practice since 2000.
Jim’s areas of expertise range from investment planning, retirement planning and tax planning as well as being able to give expert mortgage and protection advice.
Jim takes great pleasure in knowing that he’s done the best possible job for his clients and has enjoyed seeing his clients and their families grow with him over the past decades.
Outside of the office Jim enjoys walks around the neighbouring Cotswolds and Wiltshire downs, spending time with family, most sports particularly football and Irish rugby and socialising with friends.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.