Meet James

Financial Adviser


James has been working in financial services for 34 years, of which 22 years have been as a Financial Adviser. He works with clients and assists them in accumulating wealth and helping them to achieve personal financial goals.

James also advises on how to effectively utilise retirement savings and how to protect their accumulated wealth. This is to ensure their assets are dealt with as tax-efficiently as possible and ultimately end up in the correct hands.


  • LIBF Diploma for Financial Advisers


Rugby and golf have always been James’s main interests, but rugby has turned more into a supporting role as he’s got older and he follows the Scottish national team, particularly the away fixtures.

To replace the violence of the rugby pitch, James has joined the local bowling club in Peebles – after all these years he’s found himself back in a junior section! Among all the above, he is also a taxi service to his teenage children and enjoys watching them play sports.

In the spotlight

My favourite holiday destination is:


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

Creme brulee, with a shortbread biscuit

The three qualities that draw me to new people are:

Charisma, lifestyle and storytellers

The three people at my dream dinner party would be:

John Daly, Dean Martin and Gino D’Acampo