James joined PK Group as a Financial Adviser in August 2023. Having acquired 6 years of industry experience and an Advanced Diploma in Financial Planning, James has recently achieved Chartered status with the Chartered Insurance Institute.
James’s specialisms include retirement, investment and inheritance tax planning. Additionally, James conducts research on the whole of market and provides advice to help clients enhance their position and meet their goals.
James started in the industry by working in a family-owned firm near Brighton before becoming a Paraplanner at another Chartered Financial Planners. He then returned to the family business as a Financial Adviser, where he predominantly worked on retirement cases of all sizes.
Aside from work, he enjoys CrossFit, Golf, Squash and Boxing. Quite the sportsman, James was actually in the England Karate team and competed in Taiwan in 2015!
