My first contact with James was when I had just commenced practice as a Barrister. The concept of going into business in my own right was a daunting one and I appreciated James’
focus on what had to be done in the present to achieve my long term goals.
I have found the annual review process most helpful in ensuring that changes in my life situation are properly provided for and that those long term lifestyle goals are not forgotten. It has also provided a forum for assessing my financial situation generally and exploring ways of making my practice more successful.
I have always found James’ advice and assistance to be practical and useful and I am confident in his expertise.