June 16 , 2022 / Posted by Kat Thanes / News /

New Starter

We are pleased to welcome James Allen to the team as our latest Wealth Strategist, to ensure that we are able to maintain and improve our service levels as we continue to grow.  James has been working in financial services for 14 years in areas such as mortgages and protection and is looking forward to helping our clients make the most of their money.

James is really passionate about the financial planning profession and has recently joined the NetworkIN UK group, which will increase his presence as an expert within the local area.  We look forward to working with him.

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