James has been an Independent Financial Adviser since 1980. He ran his own IFA business before joining Punter Southall in 2008, as a Principal in the Private Client Department. James specialises in helping clients who are approaching retirement, in estate planning issues and long-term care issues. Educated at Uppingham School, he holds the Diploma in Financial Planning, (ACII) from the Chartered Insurance Institute. James is married with two children and three step-children. As culture vultures, they like to visit Art Galleries wherever they can and James has nearly completed his first novel.
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