James joined the PWM team in October 2021 having graduated from Newcastle University earlier that same year, achieving a 2:1 in History with Philosophy. Alongside his studies, James also worked part-time in a variety of customer service roles at the like of Paperchase and B&Q, where he honed his communication and advisory skills.
In his spare time, James enjoys following local football teams Newcastle United and Gateshead F.C., as well as playing snooker & pool and attending other social events, such a music festivals, with his friends.
RO1 – Financial Services, Regulation & Ethics
RO2 – Investment Principles & Risk
RO3 – Personal Taxation
RO4 – Pensions & Retirement Planning
RO5 – Financial Protection
RO6 – Financial Planning Practice