What matters most to our team both at work and in personal time:
Professionally – currently, I am starting my exam journey with the goal to become a Chartered Financial Planner, to offer support to clients and their families in a professional manner with their financial goals and objectives now and in the future.
Personally – during my free time, I enjoy playing hockey throughout the winter and cricket in summer months for my local clubs. I also love to travel and see new places around the world with friends and family.
My experience
I graduated from Leeds Beckett University in 2022 where I studied Business & Management. Following this I had a position where I supported Financial Planners with their clients’ cash management. Now I’m looking to take the next step in my career and study to become a Chartered Financial Planner myself.
Email: james@mmwealth.co.uk
Meet the rest
of our team
As financial planners our commitment to building long-term relationships with clients comes through our ability to provide holistic financial planning solutions.
Get in touch today
We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.
T. 01223 233331
