James Andrews

Paraplanner

professionally

James is a Paraplanner. Day-to-day, his role mostly involves creating financial reports and completing fund switches.

James also works closely with corporate clients on a regular basis, creating and taking care of CMS estate planning invoices.  In addition, he provides administration support to Declan Malone.

personally

In his spare time, James enjoys watching football and is a huge Manchester United fan.

When he isn’t in the pub with his friends on a Friday night followed by a Nando’s, then you’ll find him working hard at the gym.

James in the spotlight

The three people at my dream dinner party would be:

Sir Alex Ferguson, Roy Keane, and Tupac

My favourite holiday destination is:

Thailand was very beautiful, but I also love going to America (Las Vegas and New York)

When the dessert menu arrives, I’m looking for:

Chocolate Fudge Cake

Meet the team

  • VIEW
    Alison Loder

    independent financial advisor

  • VIEW
    Andrew Roberts

    independent financial advisor

  • VIEW
    Andy Bowler

    training and development manager

  • VIEW
    Andy Morris

    independent financial advisor

  • VIEW
    Cameron Cunningham

    Administrator

  • VIEW
    Caroline Bancroft

    finance assistant

  • VIEW
    Ciaran Cunnane

    Administrator

  • VIEW
    Connor Tustain

    Independent Financial Advisor

  • VIEW
    Dave Marler

    Managing Founder

  • VIEW
    Declan Malone

    Corporate Benefits Consultant

  • VIEW
    Ellie Andrews

    analyst

  • VIEW
    Gabrielle Wait

    analyst

  • VIEW
    Georgia Burgess

    compliance manager

  • VIEW
    Baylee Cannon

    Independent Financial Advisor

  • VIEW
    Greig Ross

    independent financial advisor

  • VIEW
    Hayley Smith

    Chief People Officer

  • VIEW
    Hugh Twigg

    Independent Financial Advisor

  • VIEW
    Jade Bates

    analyst

  • VIEW
    Jake Relton

    administrator

  • VIEW
    Jake Crossley

    Administrator

  • VIEW
    James Andrews

    Paraplanner

  • VIEW
    Joe Morris

    Administrator

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    Julian Palmer

    Chartered Financial Planner

  • VIEW
    Karen Thomas

    receptionist

  • VIEW
    Kath Watkins

    analyst

  • VIEW
    Kriss Elsdon

    Chartered Financial Advisor

  • VIEW
    Mike Marler

    Chief Financial Officer

  • VIEW
    Neil O’Connell

    analyst

  • VIEW
    Nikki Charley

    Client Steward

  • VIEW
    Noah Morris

    Analyst

  • VIEW
    Paul Everitt

    Paraplanner

  • VIEW
    Ryan Carter

    Director

  • VIEW
    Scarlett Marler

    Chartered Financial Advisor

  • VIEW
    Simon Hall

    independent financial advisor

  • VIEW
    Stephanie Nisbet

    administrator

  • VIEW
    Surjit Johal

    Analyst

  • VIEW
    Tammy Bloxham

    chief executive officer

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    Tom Batchelor

    Independent Financial Advisor

  • VIEW
    Wayne Collard

    Chartered Financial Planner

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