With an open and honest approach to advice, they have always been driven to empower and educate clients to make smart financial decisions.
James joined the business in 2016, bringing with him a dynamic approach, which, in turn, following his father Stephen’s retirement in 2023, led him to rebrand the business to Atlas Financial Advisory a year later. At Atlas Financial Advisory, we are focused on helping our clients navigate their financial future beyond the numbers. We are here to listen, understand what is important to them, and provide a clear roadmap towards financial success and certainty.
