With over 16 years of experience in the financial advice industry, James is passionate about designing and delivering efficient, holistic, and bespoke financial advice to clients from all walks of life. As the Head of Innovation at Shackleton, James leads the development and implementation of innovative technology and AI strategy to scale the business through organic and non-organic growth. James has been qualified as a Chartered Financial Planner and Fellow of the Personal Finance Society for over 10 years, and has won the Innovator of the Year award at the Professional Adviser New Talent Awards in 2019. James has a strong background in business management, marketing, and innovation. James believes that modern technology can help break down the barriers that many people face in accessing financial advice and achieving their financial goals.