James Tollefson
Chartered Wealth Planner
Based in Leeds
Chartered Financial Planner (CII)
Fellow of the Personal Finance Society (FPFS)
James has worked in the financial services industry for 17 years now, having started his career with HKAFS Ltd in the summer of 2007, which went on to include a three year spell at a larger national Independent Financial Advice firm, before being asked to return to HKAFS Ltd in the winter of 2020 to look after a high net worth client bank of a retiring adviser. HKAFS Ltd merged with G&E Wealth Management during July 2021 and the G&E Wealth Group were subsequently acquired by Succession Wealth during 2022.
James is a Chartered Wealth Planner and a Fellow of the Personal Finance Society. He has gained a wide range of experience during his financial services career having operated in all roles that come together to deliver regulated financial advice to clients. James is passionate about building trusted relationships with both existing and prospective new clients by holding honest and open conversations from which meaningful financial plans can be built.
"I very much enjoy the career path that I have chosen to pursue. From a very young age I have always taken a keen interest in numbers, meeting new people, and talking to people from many different backgrounds in a language to which they can easily relate. I take great pride and responsibility in helping the clients I work with understand and achieve their financial aspirations.
Outside of work I am a member of Headingley Golf Club and have been since the age of 12. I enjoy escaping to the Yorkshire Dales with my family given the opportunity, and I am also a big Leeds United supporter (which is an emotional rollercoaster!). I am also adapting to the challenges and joys of being a relatively new father having welcomed my first son into the world during 2021."
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