James Peters

James Peters

James brings a wealth of experience from his years as a holistic financial advisor at esteemed firms such as Wesleyan and St. James’ Place. As part of our front-line client engagement team, he is dedicated to ensuring a smooth and efficient onboarding process for new clients, drawing on his sharp analytical skills and meticulous attention to detail. Always approachable and ready for a conversation, James is available to address any questions or concerns related to client onboarding. He’s here to ensure everything runs seamlessly from day one.