James joined Killik & Co in April 2023 and is based in our Hampstead branch.

James is an Associate Planning Director with 10 years’ experience. He is also a Chartered Financial Planner (APFS)  and Pension Transfer Specialist (PTS) as well as a Chartered Member of the Institute for Securities and Investments (MCSI).

James specialises in providing individuals and their families with tailored advice in order to create a comprehensive plan to help them achieve their desired outcomes. He makes sure his clients do not neglect opportunities and are getting the best results from their assets. He simplifies financial matters in a clear and concise way, helping them to obtain clarity, understanding and peace of mind with their finances whilst also acting as a sounding board for important financial decisions that his clients need to make.

His expertise cover Wealth Structuring, Retirement Planning, Pensions, Tax Efficiency, Inheritance Tax planning, Protection, and lifetime cashflow planning.