James Cunningham
B Mus (Hons), QTS, DipPFS
People are often looking for someone to provide them with the opportunity to become more clear, confident and capable with regards to their life plan and financial literacy. James offers his clients the freedom to look to the future, realise their goals, find financial peace and prosper.
Trustworthy, knowledgeable and professional are three words that James deems vitally important to offering transformative advice to clients. James does this by wearing three hats: the life planner, the financial planner and the financial adviser. These three hats help clients understand the process to achieving financial freedom and realising their goals.
About
Before working the financial services industry, James was a Primary School Teacher whose music degree saw him originally train as an orchestral conductor. You may think that these two industries have little to do with financial planning, but James would disagree.
“Helping children to achieve their potential, and caring that they do, is very similar in attitude to helping people understand their financial potential. Leading an orchestra of 70 musicians to perform a score of music is exhilarating but takes dedication, knowledge and confidence. All these skills are important when ensuring the best client experience possible.”
James currently holds the qualification Diploma in Regulated Financial Planning (DipPFS) which augments his music degree and teaching qualifications.
Growing his business by referrals means that James is committed to proving outstanding levels of service that exceed his clients’ expectations. He looks forward to the contact he has with you, our client.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
