After more than 30 years in the industry, James decided the time was right (in mid-2021) to follow the path he'd led many of his clients to over the years, that of retirement. Wanting to make sure that all his remaining clients continued to receive the very best advice and service as long as they needed it, he approached a fellow trusted financial advisor
Paul Thompson —
James has been advising me on retirement planning. He has an approach that I haven't come across before because the emphasis
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