James is a qualified Chartered Wealth Adviser with Fellowship status through the PFS. James works on the Client Proposition and how we deliver our services to clients. He won “Innovator of the Year” at the Professional Adviser New Talent Awards 2019, where he was also shortlisted for Adviser of the Year and Diversity & Inclusion.
He has been at Skerritts since August 2021. His role is to ensure we deliver an excellent level of service to our clients and see where and how we can improve.
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