James began his journey in financial services in 2012, building a strong foundation across multiple areas of the industry before stepping into an advisory role in 2020. As a qualified Financial Planner, he now specialises in providing bespoke advice on investments, pensions, inheritance tax planning, and auto enrolment.
He joined Chrysalis Wealth Management in 2025 drawn to its people-first approach and shared value. With a deep commitment to clear, client-focused guidance, James takes pride in simplifying complex financial matters and aligning every recommendation with his clients’ personal and ethical values. His goal is to empower individuals, families and business owners to make confident, well-informed financial decision, both for today and for generations to come!
Away from work, James is a devoted dad, partner and self-confessed sports enthusiast. He never misses a good football match (unless, of course the TV schedule is vetoed by his fiancée—fair’s fair). Whether he's catching up the sports or diving into a live gig, he finds energy in the things he loves. Holidays are a precious time to slow down, laugh harder and make memories with his young family.
At home, life is full of joyful chaos! Between scattered toys, snack negotiations and Joey the Bernese Mountain Dogs gentle mischief, James wouldn't trade a second of it. It's these everyday moments, both in family life and in his work with client, that continue to inspire him every day.
As James puts it: “True financial confidence comes not from having all the answers, but from having someone you trust to ask the right questions.”
James is a highly experienced Financial Consultant based in Nottingham and Derby, supporting clients with all aspects of wealth management and financial planning—both locally and across the UK. Prefer to meet in person? If you're nearby, why not arrange a face-to-face appointment? Or if you're further afield, James can easily assist you over the phone or via a Teams call. Click the email address above to get in touch today. Expert, friendly, and personalised financial advice is just a click away!