James Barber DipPFS


As a paraplanner within the Wealth Management team, my duties include assisting the advisers in analysing clients financial situations and their specific needs, producing Suitability Reports and compiling detailed cash flow forecasts.

I have recently completed the CII Diploma in Regulated Financial Planning and I am now working towards the CII Advanced Diploma and Chartered status.

Away from the office I regularly enjoy playing football, going snowboarding and also the occasional bit of fishing.’


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020 7614 1026

Contact James

Helm Godfrey
Marlow House
Lloyds Avenue

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