About James
"I thrive on helping clients plan for retirement to ensure they can fulfill their goals and ambitions".
Shortly after graduating from Cardiff University, I found myself in a financial planning meeting but on the client side of the table with my family. I immediately realised I wanted to be on the opposite side of the table helping other families with their financial plan so they can reach their goals.
I joined The Penny Group over 5 years ago and have never looked back.
