Shrewsbury
James joined Perspective in 2026.
With over 10 years of experience in the Financial Services industry, James has been involved in every stage of the advice process since graduating from university.
He holds the CISI Investment Advice Diploma and specialises in retirement planning, helping clients transition from building their wealth to making it work for them in later life. James also works with individuals and attorneys who require financial advice relating to Long Term Care.
James enjoys simplifying complex financial situations and helping clients make informed decisions. He finds it especially rewarding to create strategies that support clients in achieving their long‑term goals.
Outside of work, James enjoys countryside walks with his fiancé, son and Black Labrador. A passionate off‑road motorcyclist and horse owner, he hopes to one day relocate to the countryside with enough space for their ponies to live at home.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
