James joined Killik & Co in April 2022 and is an Associate Planning Director. He is a Chartered Financial Planner, Pension Transfer Specialist and a Chartered Member of the Institute for Securities and Investments. 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 ensures his clients take advantage of opportunities and get the best results from their assets. His expertise covers Wealth Structuring, Retirement Planning, Pensions, Tax Efficiency, Inheritance Tax planning and lifetime cashflow planning.
Hampstead branch
2a Downshire Hill
Hampstead,
London
NW3 1NR
Nearest Tube: Hampstead
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