10/07/24
How “time travelling” as part of your financial plan could help you secure your goals
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On the job
James recently graduated from Swansea University with First Class Honours in Business Management (Finance).
James is gaining valuable industry experience in his first role in the financial services profession as a client services officer.
James provides administrative support, including coordinating annual client reviews and preparing the necessary documentation to ensure smooth and efficient processes at Agility.
Off duty
James enjoys playing football, staying active by regularly playing matches for a local team.
James loves travel and is preparing for an exciting trip in the new year, with plans to travel across the Australian east coast and Southeast Asia.
Two little things about James...
I play the trombone and was examined up to Grade 7.
I have played football since the age of 5.
What clients say
Countless people just like you have benefited from our services over the years. See their comments for yourself in our reviews and client survey results.
92.110%
believe working with us has helped or will help them achieve their financial goals
92.310%
would recommend us to family, friends, or work associates
89.740%
are very satisfied with the speed of response from our support team
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