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James is a Chartered Financial Planner within Anderson Strathern Asset Management with over 15 years’ experience of working within the financial services sector. He provides holistic financial planning advice to a wide range of clients, covering areas including; Pension and Retirement Planning, Tax Efficient Investments, Financial Protection and Inheritance Tax Planning.
James is particularly interested in Pensions and Retirement Planning, with a wealth of experience of advising clients on complex Annual Allowance and Lifetime Allowance issues. He finds it extremely rewarding to develop financial plans with clients and to help them achieve their financial and life goals over time. Prior to joining Anderson Strathern Asset Management, he worked for Independent Financial Advisers associated with two of the largest Accountancy firms in the UK.
James holds the Advanced Diploma in Financial Planning (APFS) with the Chartered Insurance Institute and is a Fellow (FPFS) of the Personal Financial Society.
In his spare time, James is a keen rugby fan. He also enjoys travelling having visited over 50 countries and his hobbies include; climbing, hillwalking and via ferrata.