"I was 29, had been running my own business for 2 years, thrown blood, sweat and... all my hard earned savings into it, and made the decision to call it quits.
One year on, I now have more money than I've ever had, an investment approach I believe in, one that is aligned with my life goals and I'm confident in how I'm managing my money and seeing results. James has been phenomenal and I wouldn’t be where I am today without his support.
Before working with James, I used to spend time researching money management and within an hour i'd be confused, overwhelmed, tired from information overload and looking for an exit. James has helped me navigate the world of investing and help me setup up an approach I'm comfortable with and I can follow on a monthly basis.
Buying a house felt like a chapter or two away. But now I've been able to get to a position of buying my first property and James has been advising me along the way, providing simplistic guidance looking at various countries. He's helped me to understand the likely capital growth and cash flow of different types of property and ultimately to make an informed financial decision."
Greg, Customer Offerings Lead for IKEA