Director / Chartered Financial Planner
I have worked in financial services since 2006 and established Dart Wealth Management in 2018. My aim is to provide financial clarity to my clients and help them achieve financial independence by creating a tailored made, lifetime financial plan.
In 2014 I achieved Chartered status and I am a Fellow of the Personal Finance Society.
I have lived in Cornwall all my life and outside of work I enjoy exploring the Cornish and Devon coast with my wife and two young sons. I also enjoy playing golf and getting out on my bike when I can.
James joined Dart Wealth Management in 2021, bringing a wealth of experience, having previously worked in financial services for over 15 years.
James handles the majority of administration work and works with Pete to assist in preparing
recommendations and producing suitability reports.
He started his career as a Customer Adviser with Halifax Bank in Launceston before moving to Bristol as a Banking Adviser and then a Mortgage & Protection Adviser. After 13 years with Halifax, he secured a role with Schroders Personal Wealth as an Advice Support Associate to their financial planners.
James holds Certificates in Retail Banking Conduct of Business, Mortgage Advice and Practice and is currently working towards his Diploma in Regulated Financial Planning.
“At the start of the pandemic, my wife and I decided to move back to Cornwall to raise our son. I have recently taken up running and although I’m far from athletic, it has helped my fitness and more importantly mental wellbeing.”