At work
James has worked in the financial services profession for over 19 years, advising both new and existing clients in all aspects of finance, from mortgages to pensions and investment management.
James has a team of 5 support staff all providing exceptional support to clients.
James has a large client base so his day to day is extremely varied seeing a wide range of clients.
At work
James has worked in the financial services profession for over 19 years, advising both new and existing clients in all aspects of finance, from mortgages to pensions and investment management.
James has a team of 5 support staff all providing exceptional support to clients.
James has a large client base so his day to day is extremely varied seeing a wide range of clients.
At home
James loves keeping active and fi and also enjoys spending time with friends and family.
He also has a passion for cars.
Meet the team
Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, you’re in safe hands.
View allKevin Forbes
Partner & Chartered Financial Planner
Giles Wellington
Partner & Chartered Financial Planner
Jeff Fawcett
Partner & Chartered Financial Planner
Allan Cruse
Partner & Chartered Financial Planner
Nathan Harris
Partner & Chartered Financial Planner
Chris Bibb
Chartered Financial Planner
Dean Robertson
Chartered Financial Planner
Trevor Garson
Chartered Financial Planner
Russell Tonks
Chartered Financial Planner
Abi Stidworthy
Chartered Financial Planner
Oliver Phillips
Chartered Financial Planner
Jon Hickson
Chartered Financial Planner
Kerry Saunders
Chartered Financial Planner and Paraplanner
Rob Silk
Chartered Financial Planner
Natasha O’Neill
Chartered Financial Planner
Paul Roberts
Chartered Financial Planner
Jordan Cruse
Chartered Financial Planner and Paraplanner
Dave Stone
Chartered Insurance Practitioner
Martin Waistell
Independent Financial Adviser
Vanessa Taylor
Independent Financial Adviser
Peter Richinson
Independent Financial Adviser
Jack Fawcett
Independent Financial Adviser
Daniel Parkin
Independent Financial Adviser
Jeff Steninger
Independent Financial Adviser
Katie Brown
Senior Paraplanner & Chartered Financial Planner
Carly Thompson
Practice & Customer Relations Manager
Paul Rogers
Paraplanner
Holly O’Donnell
Independent Mortgage & Protection Adviser
Lucinda Warren
Independent Mortgage & Protection Adviser
Sue Hanney
Team Administrator
Graeme Douglas
Office Administrator
Sue Pattinson
Team Administrator
Rachael Martin
Chartered Financial Planner and Head Paraplanner
Jo Robertson
Office Manager
Annie Aston
Accounts and Compliance Manager
Lindsay Walinck
Personal Assistant
Lindsay Arnold
Office & HR Administrator
Lauren Anderson
Financial Administrator
Holly Hickson
Paraplanner
Natasha Speed
Paraplanner
Emma Turner
Operations Support Manager
Dean Rush
Head of Risk & Operations
Bryn Pilcher
Independent Financial Adviser
Dan Lock
Chartered Financial Planner
Harry Shivas
Independent Financial Adviser
Julia Wozna
Researcher
Justine Geldard
Marketing and Communications
James's qualifications
- AF5 – Financial Planning Process
- AF4 – Investment Planning
- F3 – Pension planning
- FPC 1 – Financial Planning Certificate
- CeFA 2, 3, 4 – Certificate in Financial Advice
- CeMAP 2, 3 – Certificate in Mortgage Advice and Practice
- R04 – Pensions and Retirement Planning
- J10, Discretionary investment management
- J12, Securities advice and dealing
- ER1 – Equity Release
- Dip FA – Diploma in Financial Advice
- RO8 – Pension update
- AF7 Pension Transfers
- R01 Financial Services Regulations and Ethics
- R06 Financial Planning Practice
- R05 Financial Protection
