In his role as a Paraplanning Manager and technical planning expert, James brings with himĀ 12 years’ experience in the financial services sector. Before RiverPeak, James enjoyed varied positions with Lloyds Private Banking and as a Technical Adviser Assistant at Close Brothers Asset Management.

James brings a range of skills and knowledge to the RiverPeak team including experience of training and the organisation and development of systems and processes.

James is a member of The Chartered Insurance Institute and holds the Diploma in Regulated Financial Planning.

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