James Green

My journey in financial planning began in 2013, combining my passion for problem-solving with my drive to achieve optimal outcomes for clients. I’ve always believed that technical excellence forms the foundation of trusted client relationships. People skills are important, but true confidence in an adviser comes from their depth of knowledge and professionalism. My time within the industry has led me to now hold a Master’s in Financial Planning, and I’m also a Certified Financial Planner® (CFP).