Career Bio
A graduate from the University of Warwick in Classical Civilisations, James made the switch and began his career in the finance industry working for Old Mutual Wealth in 2019 as a Customer Service Administrator in the Money Out team. He then moved to Ward Goodman in 2021 as an Administrator and is currently working towards gaining CII qualifications working towards a Level 4 Diploma in Regulated Financial Planning.
As a member of the admin team, James spends most of his time preparing valuation packs, answering client queries and supporting the advisers in implementing their advice.
Outside of work James spends most of his time going on adventures with his fiancé Beth, but also enjoys playing video games with his friends, watching any nerdy movies or TV shows and listening to 80s classics.
James is also an avid sports fan, watching whatever may be on at the time but mainly Football, Formula One and Boxing.
If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.
Ward Goodman is registered with the Institute of Chartered Accountants in England & Wales – registration number C002787945 and is regulated as a Registered Auditor in the UK. The audit practice is also registered with the Public Company Accounting Oversight Board to carry out audits of US subsidiaries located in the UK. Our accountancy and taxation professionals are registered as individuals with one or more of the following: Institute of Chartered Accountants in England & Wales, Association of Chartered Certified Accountants, Chartered Institute of Taxation, Association of Accounting Technicians, Association of Taxation Technicians and Society of Trust and Estate Practitioners. Ward Goodman Financial Services Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the FCA register No 221867. The Financial Conduct Authority does not regulate taxation and trust advice. Company registration in England No 4494861. A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk/ or by contacting them on 0800 0234 567
