DipSup, DipFP, DipTA, DipFin(MB), AASFA.
PSS, PSSap and CSS Specialist.
DipFP, Adv DipFPp, MFP
Face to face day meetings with evening online and phone appointments available
Calendar booked too far in advance? join the waiting list for a chance to be seen sooner!
CA, BMS (Hons), GradCertAcc
Coming to us with a mission
to empower clients (with a focus on millennials and females) to take control of their finances with proven strategies to create healthy financial habits.
NEW ASK JAMES SECTION
Questions answered within 3 working days!
We apologise that the calendar is so full!
we are trying our best to free up time