James Naylor

Chartered Financial Planner (Hull)

James joined the business in 2015 having previously worked as a Research Analyst since 2011. During his time working as a Research Analyst he developed an excellent knowledge in key areas of financial planning including personal pensions, group pensions, auto-enrolment, long term care, investments and personal protection. James’ hard work and dedication to progress as a financial adviser has resulted in him becoming a Chartered Financial Planner.

James specialises in dealing with long term care clients, as well as providing advice on pensions in divorce. He has experience in all areas of financial planning with particular emphasis on auto-enrolment, investment and pensions.

Professional Qualification

  • Business Management BA (Hons)
  • Certificate In Life & Pensions
  • Award In Long Term Care Insurance
  • APFS (Advanced Diploma In Financial Planning)
  • DipPFS (Diploma In Financial Planning)
    – CF8 Long Term Care Qualified


James is the Chairman of the Hull 36 Round Table a social professional organisation who also raise money to support local causes.

James loves spending time with his family having recently become a father. When he does find time for himself he enjoys running, attending the gym, playing football and watching his beloved Hull City.