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Meet James
Chartered Financial Planner & Head of Technical

James is an experienced Paraplanner with a passion for helping people improve their financial lives. Outside of work, James loves music and can usually be found DJing, radio hosting and organising music events.
What’s top of your bucket list?
I’d love to curate a stage at a music festival.
​What are your top three life highlights so far?
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Hosting a regular party and radio show with friends in Leeds, 2020 onwards.
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Dancing and reuniting with friends (post-lockdown) at We Out Here Festival, 2021.
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Completing the London Marathon in 2019, raising money for JDRF.
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Tell us one thing most people do not know about you?
I shared a flat with Ed Sheeran for a fortnight, but then again, I tell most people I know!
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LOVES
Disco
Hot Sauce
Summer
Star Wars
5-a-side
LOATHES
Capers
Litter
Hold Music
James Frances Bio
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