James is a Wealth Planner at LGT Wealth Management, having previously worked for eleven years at two independent financial planning firms. He works alongside the investment managers and other professionals to help clients develop and coordinate a financial plan tailored to meet their individual needs and objectives. His role includes the provision of cash flow modelling, pension and retirement planning, overall wealth structuring and estate and legacy planning.
James is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is also a registered Pension Transfer Specialist. He studied at the University of Exeter as an undergraduate and completed his Master’s at King’s College London.