Previously, James worked for a financial claims handling company for 10 years. During this time, he investigated the mis-sale of financial products such as Pensions, Investments and Endowment policies. He has recently undertaken his Diploma in Regulated Financial Planning with a view to becoming a fully-qualified Financial Planner in the near future.
James's day-to-day duties within the firm include liaising directly with providers, administration and as a point of contact for client queries.
During his spare time, he enjoys playing guitar and gardening - whilst doing as much revision as he can, of course!