James Whittington

Chartered Financial Planner

[email protected] | 01225 777999

James Whittington

James… in a nutshell

I’m a problem-solver at heart. I love putting together a plan that helps someone achieve something they have dreamed about their whole life – and then seeing that plan come to fruition, first-hand.

It sounds like a cliché, but there is no average day as a financial adviser. One day I may in the office working with our team to develop a highly complex financial plan for a client; the next day I’ll be meeting with a client at their home, setting out exactly how they can achieve their lifelong dreams.

I love travelling, especially to destinations where you can find both diving and mountain trekking. I’m also a big rugby fan, albeit watching rather than playing these days! Ideally I’ll be doing that in a country pub – fortunately there are some good ones where I live in Frome, and plenty of good walks to do to work up a thirst.

Albert Einstein said that compound interest is the eighth wonder of the world… ”he who understands it, earns it, he who doesn’t pays it”. We could’ve used him on the team at Montgomery Charles…

I am actually a Guinness World Record holder – I jointly hold the record for the highest number of players in a continuous game of skittles (along with 592 other people)!

More about James

Since graduating from Cambridge University, James has built up over 15 years’ experience across the finance industry – covering investment banking, investment modelling and risk management within the Lloyd’s of London market, and personal financial planning.

James believes in having a strong technical team that also knows his clients’ circumstances inside out, to support him in delivering the best possible outcomes for his clients. In this respect, James leads by example, having won a number of awards on the way to becoming a Chartered Financial Planner and a Fellow of the Personal Finance Society – the industry gold standard.

Book a chat with James

If you’d like to find out what financial planning can do for you, are uncertain about your financial position, or anything else, James is on hand for a no-strings, complimentary consultation. This can be a video call or over the phone.

More team members

Qualifications and memberships

  • Fellow of the Personal Finance Society
  • Chartered Financial Planner
  • Chartered Risk Manager
  • Advanced Diploma in Financial Planning
  • Advanced Diploma in Insurance
  • Certificate in Life & Pensions
  • Certificate in Discretionary Investment Management
  • Certificate in Securities & Dealing
  • Certificate in Equity Release
  • Certificate in Advanced Mortgage Advice
  • Certificate in Mortgage Advice
  • Certificate in Paraplanning
  • Certificate in Corporate Finance
  • Award in Long Term Care Insurance

Get in touch

Everyone’s on a different path. There’s no one-size-fits-all approach.

Have a complimentary, no-obligation chat with one of our advisers to find out how financial planning can transform your future.

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