James recently joined PK Group as a Financial Adviser. Having acquired 12 financial planning qualifications, and with the intention to take more exams, James evidently has a broad range of experience.
James’s specialisms include pre and post-retirement planning. Additionally, James liaises with clients, such as arranging annual reviews and other meetings, conducting research on the whole of market, provides advice to help clients enhance their position and meet their goals, yet also liaises with brokers and providers.
James started in the industry at 18 and worked in a family-owned firm near Brighton for 2 and a half years, before becoming a Paraplanner at another Chartered Financial Planners. He then took the next step and became a financial planner and then returned to the family business to gain more experience. During his five years in the industry, James has predominantly worked on retirement cases of all sizes.
Aside from work, he enjoys CrossFit, Golf, Squash, Boxing and even Brazilian Ju Jitsu. Quite the sportsman, James was actually in the England Karate team and competed in Taiwan in 2015!