Jim 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. He subsequently became a Director of the Group and then, in March 2002 along with his clleagues Mark Fletcher and Alan Loomes, he completed a Management Buyout and Fraser Heath was established.
With 30 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 which has become increaslingly time consuming as the Company grows 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.