James Grant

Drawing on 18 years of experience in financial services and over a decade in advisory roles, I specialise in retirement planning, trusts, and inheritance tax (IHT) strategies. I believe in providing truly holistic financial advice, integrating all areas of a client’s financial life to create cohesive, long-term plans that deliver clarity and confidence.

As the financial services sector has become increasingly complex, I believe it is essential that clients receive clear and understandable advice. Hence, I decided to extend my knowledge to achieve Chartered Level 6 adviser status to ensure I can cater to all financial advice areas.

"Understanding a client’s full personal circumstances is key to good financial planning. It can involve a variety of solutions, and I enjoy working with clients to help them achieve their goals. Often clients come to me with a specific objective, and I feel my role as an adviser is to look at the big picture to ensure they not only meet their immediate requirements but also find a long-term solution with the aim of maximising their financial position in the future."