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James started his career in financial services in 2007 when he joined a large London-based private bank.
In 2016, he joined Mattioli Woods and progressed to Team Director of the Surrey office, where he currently advises clients on a range of financial planning and investment strategies.
As well as being a Chartered Financial Planner, James is also a Chartered Member of the Institute for Securities and Investments.
Outside of work James enjoys sport, cooking, and walks with his family and dogs.
