Jim joined Perspective in 2012, and has been a Financial Planner since 2016. In 2022 he became Director of Perspective (South West) Ltd.
Jim has worked in a number of technical support and compliance roles within the financial services industry since graduating from De Montfort University in 2001 with a BA (Hons) degree in Business & Finance.
He adopts a holistic approach to financial planning, focusing on the individual needs of the client and working with them to build a long-term, flexible financial plan that reflects their goals and ambitions. Alongside pension, investment and protection advice, Jim also specialises in helping clients plan for the cost of long term care.
Current role
Managing Director, Financial Planner at Altum Wealth Advisors
Managing Director, Financial Planner at Altum Wealth Advisors
Branch Director & Financial Planner at attooh! Group of Companies
Director, Financial Planner at Edelman Financial Engines
Director, Financial Planner at Edelman Financial Engines