Taylor Wealth Management Limited, Partner Practice of St. James’s Place Wealth Management
James has been working in financial services since 1998, working with clients initially as a stockbroker providing investment advice, and soon moving onto providing more comprehensive advice. In 2008, he was invited to join St. James’s Place and has been working with PMM since 2012. He holds the Diploma in Financial Planning. James provides face-to-face personalised advice and believes that the ongoing relationship, comprising of regular reviews and communication, is essential to successful financial planning. James is based in Hertfordshire and covers the Met and all South Eastern forces.