Jim has worked in a number of technical support and compliance roles within the financial services industry since graduating from De Montfort University in 2001 with a BA (Hons) degree in Business & Finance.
He adopts a holistic approach to financial planning, focusing on the individual needs of the client and working with them to build a long-term, flexible financial plan that reflects their goals and ambitions. Alongside pension, investment and protection advice, Jim also specialises in helping clients plan for the cost of long term care.
