James Wilson

Financial Services Consultant

DipPFS, ACA

After 7 years working as a Chartered Accountant for Deloitte, James made the switch to Wealth Management in 2013.

He greatly enjoys getting to know his clients whilst using his financial service experience and skills to help plan to achieve specific financial goals.

+44 20 7129 1432

Experience

James spent 7 years building a successful career specialising in the media sector with Big Four accountancy firm Deloitte. During this time he developed key skills particularly focusing on effective, concise communication. This, alongside learning to develop a keen attention to detail, led him to wealth management.

 

A former boy band member, James is a keen golfer and cricketer with most of his free time being either playing or watching sport. He also spends a lot of time in the kitchen, as cooking is a huge passion. He is an avid follower of Macclesfield Town FC and the New York Football Giants.

 

James is passionate about finding the best solution for each of his clients, regardless of the level of complexity. He does this whilst delivering excellent client service and delivering on promises made.

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