James Franklin

James joined the Financial Services industry in 2001 in the banking sector before progressing to regulated Financial Services in 2005. Since then he has worked as both a technical Paraplanner and Financial Planner. James qualified as a Financial Planner in 2006, and possesses a broad array of technical know-how, together with extensive experience of providing bespoke Financial Advice to a diverse range of clients for many years. James takes great pride in the difference he makes to his clients lives and their plans for the future, building a bespoke plan which is unique to each individual client. He attributes his success from taking the time to really understand each client’s needs, circumstances and motivations. James is an outgoing character with a positive “can do” attitude who always puts the best client outcome at the heart of everything he does. Originally from Norfolk, James now lives in Derbyshire with his wife and has memories of the free time he used to have to engage in hobbies and interests, before a time consuming, but utterly amazing, Cocker-poo invaded their lives 3 years ago, so he now has no issues getting his 10,000 steps a day in! James enjoys attending live music and has a penchant for good old rock music.