James : Office Manager

James is the Office Manager at Lifelong Financial Planning; he has been with the company 4 years and previously worked 15 years in office-based roles.  Colin approached James to join the company when it was expanding, for his experience in handling the smooth day to day running of the administration and superior level of service when dealing with the clients.

James has RO1 and money laundering exams under his belt.

He enjoys spending time with his wife Emma and daughter Phoebe at the cinema, for meals out and family holidays. James is a Liverpool supporter and a regular gym member.