View James'...
Qualifications
James’ role involves…
James supports the client annual review process, helping to ensure clients receive accurate and timely information about their plans and investments.
His background spans accounting, wealth management administration and pensions administration, giving him a strong foundation across different areas of financial services.
As his experience grows, James will be taking on more paraplanning-specific responsibilities, such as writing reports for clients.
What are the three things you love most about your job?
Working in a supportive and friendly team, opportunities for personal development, and the chance to explore how new technologies and AI can improve the client experience.
When James is relaxing
James is usually immersed in his part-time PhD studies at the University of Leeds, where he is researching the works of Dostoevsky.
Away from academia, he is an avid dodgeball player and head coach of his local club, playing four times a week. He also represents England at international level and hopes to compete in the Dodgeball World Cup in Thailand.
James in numbers...
1
functioning arm (dodgeball is tough!)
103
books read last year
168
hours a week spent thinking about his dog, Ruby
Marshall Wooldridge Financial Services Limited is authorised and regulated by the Financial Conduct Authority. View our authorisation under our reference number, FCA No. 729853 or by visiting their website. Registered office address: Unit 4b, Regency House, Kirk Lane, Yeadon, Leeds, West Yorkshire, LS19 7EP. Registered in England and Wales. Company no. 09887995.
Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. www.financial-ombudsman.org.uk
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