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James Wadsworth
Chartered Financial Planner
"The things I love most about my job are seeing the difference you make to clients’ lives, building new relationships, and working with great people."
Work
James has worked in financial services since 2013, joining PenLife in January 2022. Today, James is an experienced Chartered Financial Planner.
James enjoys really getting to know his clients and helping them on their journey to meet their financial and life goals. He’s built up extensive technical knowledge in a number of areas, including pension and investment planning, retirement planning, and estate planning.
Ultimately, James looks to create financial plans that provide his clients with confidence and clarity, enabling them to live the life they want to.
Rest and play
In his spare time, it’s likely that you’d find James exploring new places with his partner Jen and their miniature Dachshund Frankie.
James loves to travel, both within the UK and abroad. One of his main aspirations in life is to see as many places as he can, enjoy amazing food, and experience different cultures across the globe.
James would class himself as an active person outside of work. He enjoys any form of physical exercise, from running and triathlons to long walks in the countryside and going to the gym. Rugby League is a passion for James, and he’s a fan of Castleford Tigers.
James in the spotlight
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Chartered Financial Planner
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