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James was raised in London before starting his career as a financial planner in the 1980s. Since joining PSFM in 2008, James has been instrumental in helping clients plan for retirement, including particular expertise in estate planning and long-term care. James holds the Chartered Insurance Institute qualification, ACII.

As a ‘culture vulture’, James likes to spend his spare time visiting art galleries and writing novels, currently working on his second novel. He is particularly interested in the origins of Cubism and having the Courtauld Cezannes near our office assists this exploration considerably.

Other Punter Southall Financial Management Members