James has enjoyed a successful 15 year career in Corporate and Private Banking throughout Devon and Cornwall managing the wealth of large businesses and private individuals.
“I have chosen to join the Vision network with the ambition to provide bespoke independent financial advice to my clients and their families. This is built on a foundation of strong relationships, trust and a personal service tailored to my client’s individual circumstances and financial objectives for the future”.
I specialise in investment management, retirement advice and inheritance tax planning and relish the opportunity to consider options from the whole of the market as I put my clients at the centre of everything I do.
Away from work I enjoy spending time with my family, cycling, football and trying to play golf.