Director & Chartered Financial Planner
James joined Foresight in 2010 becoming a director and shareholder in 2015. James is one of the youngest advisers to achieve the gold standard of Chartered Financial Planner status and is also a Fellow of the Personal Finance Society, both of which demonstrate a high standard of knowledge, experience and professionalism.
James holds specialist qualifications in;
- Investment portfolio management and analysis
- Long-term care planning
- Tax planning
James provides comprehensive advice to clients including complex areas such as Inheritance Tax and Estate planning, Pensions and Divorce and Long-term Care planning. In his spare time James is a Scout Leader aiding in teaching young people valuable life and survival skills.
James is supported by:
Becky began her financial services career in 1989, beginning as a Sales Support technician and then as an Independent Financial Adviser. After taking a career break in 2003 to concentrate on raising her children, she returned to the industry but in a research capacity, and as such she now supports James and the team with due diligence, research and client reporting. Becky’s interest and enthusiasm for this role make her a positive and also valuable member of the team here. When she’s not at her desk, she loves spending time with her family or you’ll find her out and about running ,swimming or on court playing netball in her local netball league.
Personal Finance Assistant
Jenna joined the industry through retail banking in 2001, moving to a financial advisory firm in 2006 where she gained valuable experience and expertise in client support. Jenna joined the Foresight team in 2015 and supports James to ensure his clients receive a high standard of service.