Speakers

James began his career in financial services with the accountants Blackstone Franks before joining Advisory & Brokerage Services (A&B) in 1993. During his 15 years at A&B (which later became Origen) his team focused on the planning needs for high net worth clients. He holds the Diploma in Financial Planning (Dip PFS) and was made a Divisional Director in early 2013. James is responsible for providing clients with holistic financial planning advice and specialises in inheritance tax and retirement planning. He is also an affiliate member of STEP.