James has worked in the Financial Services industry for 30 years, initially working for a major insurance company in the West End of London, before moving to Bristol in 1981. In 1987, he left to help establish Fraser Marr, which grew rapidly before being acquired by The Whitehead Group in 1994. Having risen through the ranks to become a Director of the Group, he left to help establish Fraser Heath in 2002, with his colleagues Mark Fletcher and Alan Loomes.
With 22 years experience in advising both individual and corporate clients and having achieved the higher diploma in Financial Planning, he is responsible for the overall running of the Company but is happiest spending time with clients, helping them to plan their finances to achieve their longer-term goals. He is passionate about client service and the Company as a whole is continually looking to improve and add to the services it offers.
When not at work or down in Cornwall, he is generally to be found on the golf course, squash court or walking the dogs with his wife Maggie.