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James Ballinger

James completed a Masters degree in Chemistry from Oxford University before joining Saunderson House as a trainee in 2007. Since then he has developed his knowledge and expertise to help clients and their families to tackle the complexities of dealing with their finances, guiding them through some difficult decisions and helping them to meet their financial goals.

James is especially focussed on building long term relationships with his clients, understanding their objectives and responding quickly to their needs.

James enjoys mapping out financial strategies for clients as their circumstances change, helping them to successfully navigate their portfolios and assets through wealth generation during their career, into retirement and ultimately planning for subsequent generations in a tax efficient manner.

Outside of work, James’ time is mostly occupied by his two young children, though when time permits James also enjoys rock climbing, skiing and mountaineering.