Our Team

James Barrie

  • James has been a Financial Planner for 16 years and has built up a wealth of experience during this time. His emphasis is on maintaining long term relationships with his clients and providing them with a source of trusted advice for all of their financial needs.
    Specialism // Corporate & Employee Benefits
  • Qualifications & Professional Development
    Certificate in Investment Management (IMC)
  • Personal Interests
    Away from the office, most of his time is taken up by his two young boys and keeping them entertained. His personal goal is to travel as much as possible. 
  • Discover your Wealth Personality