Maidstone
James joined Perspective (South East) Limited in November 2025, bringing with him extensive experience built over a long-standing career in financial services.
James began working in financial services in 1998, with much of his formative career spent at HSBC Bank in London. He also gained valuable international experience working within HSBC’s international banking business in Jersey, Channel Islands, between 2012 and 2017.
Within his role, James places a strong emphasis on retirement and estate planning, helping clients put clear, robust strategies in place for the future. He particularly enjoys meeting people from a wide range of backgrounds and working closely with them to develop financial plans that align with their long-term goals and priorities.
Outside of work, James is married with two children, who take up most of his spare time. He previously enjoyed playing sports such as rugby, football and tennis, although these days he tends to follow them from the comfort of an armchair. He is also an active member of his local church and enjoys travelling whenever possible.
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
