James is a director and leads the financial planning team in our Poole office. He specialises in creating detailed, cohesive and tax optimised financial plans for his clients to help them achieve their long term objectives. James has specialist knowledge in the areas of Lifetime Financial Planning, retirement planning, tax-efficient investment planning and advising on the investment of personal injury and clinical negligence compensation awards.
James joined PKF Francis Clark in July 2018 and has more than 14 years’ experience advising clients across the South Coast acting for private clients, trustees, attorneys and Court of Protection appointed Deputies. James has the skills and enthusiasm to make a key contribution to helping his clients make the right decisions regarding their finances.
James has a master’s degree in Maths and Economics from Edinburgh University. He is a Chartered Financial Planner and a fellow of the Chartered Insurance Institute.