The 5th of April might signify a birthday or a wedding anniversary but for those in the UK it’s a tax deadline that needs to respected. To help reduce the stress of this tax deadline I’m delighted my guest James Wood, Found of Revolution Wealth Management can offer help and advice.
In this podcast James explains
Please contact James on 07774 321124
PERSONAL PROFILE - James
James learnt his trade within HSBC’s Commercial Financial Team, advising business and high net worth clients on pensions, investments, protection primarily. He moved to Barclays Corporate Financial planning division in 2012, focussing on corporate employer solutions and auto enrolment.
His desire to provide his clients with a truly distinct and bespoke financial planning service led to him forming Revolution Wealth Management in 2014. He believes, above all, in integrity and always looks to provide his clients with honest and considered advice, having taken the time to fully understand their current position and future aspirations.
James lives near Woodbridge, Suffolk with his wife and two daughters and is a keen cyclist, recently completing a 200 mile day-long ride around the East Anglian coastline and has competed in a number of triathlons, including a Half-Iron man. The family enjoy skiing and sailing holidays and he also performs in a local improv troupe in his spare time!
James has raised thousands for charities such as Action for Children and the Circulation Foundation through sponsored cycling, triathlon events and has organised an annual table tennis tournament and inter-school parent’s cricket match.