James is qualified as both a Pension Specialist and Long Term care Specialist and holds the following professional qualifications:

• Chartered Insurance Institute AF1 Personal Tax and Trust Planning (Advanced Diploma) 
• Chartered Insurance Institute AF3 Pension Planning (Advanced Diploma) 
• Chartered Insurance Institute AF4 Investment Planning (Advanced Diploma) 
• Chartered Insurance Institute AF5 Financial Planning Process (Advanced Diploma) 
• Chartered Insurance Institute AF7 Pension Transfers (Advanced Diploma)
• Chartered Insurance Institute JO5 Pension Income Options 
• Chartered Insurance Institute JO10 Discretionary Investment Management 
• Chartered Insurance Institute Advanced Diploma in Financial Planning
• Chartered Insurance Institute Diploma in Financial Planning 
• Chartered Insurance Institute Financial Planning Certificate 
• Chartered Insurance Institute Certificate in Pension Transfer Advice 
• Chartered Insurance Institute Certificate in Discretionary Investment Management 
• London Institute of Banking and Finance Diploma for Financial Advisers
• Chartered Insurance Institute CF8 Award in Long Term Care Insurance