Simon James
DipPFS Diploma in Regulated Financial Planning, Cert CII (MP)
Independent Financial Adviser
Simon joined the firm in 2023, having spent over 20 years in financial services, working with: insurance providers, independent financial advice firms and a private bank.
He provides advice on: investments, pensions, protection and inheritance tax, and has qualified for the Personal Finance Society Diploma in Regulated Financial Planning.
When not advising clients, Simon enjoys foreign travel, including numerous states in the USA & Canada, and has (so far) visited 22 countries across four continents.
He is a member of the Professional Association of Dive Instructors, a regular supporter of Cardiff Philharmonic Orchestra, and spent many years as a bass singer with Rock Choir.