Jim is a Financial Planner at Circle Wealth Partners, he provides comprehensive financial advice tailored to each client’s individual circumstances and advises on retirement planning, life insurance and helping clients make informed decisions with clarity and confidence.
He works with individuals from a wide range of backgrounds, supporting them in building long-term financial security through structured retirement planning and disciplined portfolio management. Jim focuses on developing lasting professional relationships built on trust, clear communication and a strong understanding of what matters most to each client.
Outside of his professional role, Jim is actively involved in the local community. He serves on the Teddington Lifeboat and as a Trustee of the Citizen’s Advice Bureau of Esher. He also remains involved in rugby as Chair of the Investment Committee of the Canadian Rugby Foundation.