James has worked in the Financial Services industry since 1996, starting his career as a mortgage administrator for a large estate agency business. Learning the ropes, James quickly progressed to become a mortgage adviser, before qualifying as a Financial Adviser in 2001 with the Halifax Bank. Having worked within the Money Options Group for the past 10 years, James was appointed as Operations Director in December 2015 with his role overseeing RetireInvest and Mortgage Options, both companies owned within the group. As well as running the group businesses, recently James resumed his role as a Financial Adviser within RetireInvest and holds the qualifications of DipPFS, CeMap, equity release and long-term care, although focuses his expertise in the areas of pensions, investments, and personal and corporate protection.
Living in Harrogate and married with 4 children, James spends much of his spare time on the football touchline watching his twin sons play for their local team or as a taxi service for his two teenage daughters.