James Allen

James has worked in the financial services industry for over 13 years, amassing a wealth of knowledge and experience. During his career, James started providing advice to those in financial difficulty before graduating to a career providing independent mortgage and protection advice to High-Net-Worth clients, portfolio landlords, and individuals with complex incomes. James spent 2 years with a small IFA firm as an Adviser before joining Wren Sterling.

He offers truly holistic financial planning to private clients and business owners, focusing on building long-lasting relationships with clients and their families. In addition, James nurtures many professional relationships to ensure that clients’ needs can be best supported by those who can be fully trusted to do the right thing. James particularly enjoys building clients’ confidence in all things financial, helping them achieve financial freedom for their future goals.

He is an avid sports fan, and although he no longer plays rugby, he still risks injury on the ski slopes as often as is practical. On his holidays, he enjoys experiencing different cultures and venturing off the beaten track.