James Phillips

James is a Chartered Financial Planner and Head of Financial Planning. He enjoys leading the financial planning team and managing a small portfolio of high net worth clients.

James has worked in financial planning since 2007 and specialises in retirement planning, estate planning and tax-efficient investment planning. Clients enjoy his enthusiasm and approach to financial planning, using cashflow tools to develop detailed and cohesive financial plans to help them make informed decisions with their personal finances.

James is proud to lead the Financial Planning team and he is responsible for supporting the team to add maximum value to our clients.

James has a master’s degree in Mathematics and Economics from Edinburgh University, and he is a fellow of the Chartered Insurance Institute (CII).

Outside of his professional life, James loves spending time with his young family on the South Coast. He’s an avid sports fan and loves travel.