With over 32 years of experience in the financial services industry, James specialises in pensions, investments, and protection planning. He joined Lync Wealth Management in August 2025.
James strives to understand what is most important to his clients, helping them achieve their financial goals within timescales that best suit their needs. He takes pride in offering a personalised service that considers each client’s specific circumstances.
Outside of work, James enjoys keeping fit and spending time outdoors, especially walking his dog along the beach.