James Fox

How do you describe what you do?

I support private clients, their families, and their businesses with realising their financial aspirations by helping them unlock their wealth to maximise what their lives.

What's next for you professionally?

Finish studying for my AdvDipFA and achieve my chartered status before undertaking further qualifications in more focused areas.

What's the best piece of advice you've ever been given?

People always remember how you made them feel more than what you say.

How did you start off in your career?

I joined the industry as a career change, having worked as a professional musician (Bass player) prior to joining a Life and Pensions company. After becoming qualified, I worked for a regional advice firm before joining Evelyn Partners in 2023

Where do you get your inspiration to embrace what's next?

My inspiration comes from the next conversation, the next question. Each client is unique in their own circumstances and it's those circumstances and those people that inspire me to help them embrace and achieve their 'next'.

What qualifications and memberships do you have?

• DipFA
• MLIBF
• Ba(Hons)