James Campbell

James began his Financial Planning career in 2018. He has a variety of responsibilities within the team which include; modelling our client cash-flow plans, preparing for annual review meetings, drafting less complex pieces of written advice and organising our client work flow.

James graduated with first class honours in Agri-Business Management from the University of Newcastle. He holds the Diploma in Regulated Financial Planning and is working to towards becoming a Chartered Financial Planner.