James Pinckney
Wealth Planner
Based in Southampton
Diploma For Financial Advisers (DipFA)
James has been in the Financial Services industry for over 22 years, the last 8 as a Wealth Planner. With a personable approach James helps his clients by creating a financial plan that’s individually tailored to their current circumstances and aspirations for the future with a solution led, regularly reviewed service.
"I spend a lot of time in the New Forest with my family partaking in various activities, particularly beach cleaning with my son or cycling through some muddy trails on my mountain bike."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
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