At work

Born and raised in Bristol, I have worked in the financial services profession for over fifteen years, and with independent financial advisers for nine of those. I have worked in-house and outsourced, for big and small companies helping construct financial advice for a wide variety of clients.

Over the years, I have built up strong technical knowledge in a number of areas including pension and investment planning, at retirement, trusts & estate planning, constructing lifetime cash-flow models and financial protection.

I was very proud to be awarded with the CISI ‘Paraplanner of the Year’ Award in 2019. I achieved the same award in 2017 from Professional Paraplanner magazine.


When I’m not paraplanning, you can usually find me at the gym, spending time with my dog and guinea pigs or getting out and about with friends.

Here for you every step of the way

A highly qualified team of Chartered and Certified Independent Financial Advisers, based in Bristol.

James Mackay

Independent Financial Adviser & Managing Director

Chris Hindle

Technical Adviser & Operations Director

Karen Malin

Compliance Manager