After qualifying with his degree in Economics and Management from Queen’s University Belfast, James started his business career as an administrator in a local financial planning practice where he spent five years before moving to the AKFP Group in 2012.
In addition to overseeing and distributing task and workflow management for the Technical team, he is responsible for ensuring that the technical elements of the business are run in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
In his role as a Financial Planner, he manages the research and analysis of financial products to meet client requirements, the presentation of technical data and the preparation of Client Financial Plans and Suitability Reports.
James operates the lifestyle planning software for clients, which is at the core of our financial planning process for both existing and new clients.
James is married and has one young son. Outside of work, James enjoys watching and playing football. He also loves travelling and discovering new and interesting places.
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