James Coldwell

James Coldwell

Associate Consultant
Thames Valley

I began my career in Financial Services after graduating from university in 2017, initially joining a large retail bank within its insurance redress team. In 2020, I moved into the financial planning sector, initially as an Administrator, before progressing into Paraplanning and ultimately advancing into my current role as an Associate Consultant.

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My insights

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Row of georgian houses
Income producing options for landlords exiting the rental market
Explore our practical options for turning sale proceeds into a more flexible, tax-efficient income stream.
two ladies chatting with laptop
Investing showdown: Active vs Passive
We explain the advantages and the drawbacks of active and passive investing.
Tennis ball
Game, Set, Plan
Wimbledon wisdom: What tennis legends teach us about smart financial planning.
Row of georgian houses
Income producing options for landlords exiting the rental market
Explore our practical options for turning sale proceeds into a more flexible, tax-efficient income stream.
two ladies chatting with laptop
Investing showdown: Active vs Passive
We explain the advantages and the drawbacks of active and passive investing.
Tennis ball
Game, Set, Plan
Wimbledon wisdom: What tennis legends teach us about smart financial planning.

About me