In his role as a Paraplanner and technical expert, James brings with him 8 years experience in the financial services sector. Before RiverPeak, James enjoyed varied positions with Lloyds Private Banking and more recently he was 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.

Contact me