James Corcoran

What is your average day like:‍

As a financial planner, no two days are the same — but the core of my role is meeting with clients to help them make confident, informed decisions about their finances. Most of my meetings take place in our Theale office, but I also spend time out on the road meeting clients at their homes or workplaces when that’s more convenient for them. Alongside advising clients directly, I also lead our Thames Valley team, which involves supporting and mentoring other advisers and making sure we deliver a consistently high standard of advice and service across the board. I keep a close eye on market movements, tax changes and financial legislation to ensure my advice remains current and tailored to each client’s situation. When I’m not in meetings, I’m often handling day-to-day client queries — anything from pension contributions and ISA allowances to estate planning and investment performance — all part of ensuring our clients feel supported and in control of their finances. It's a busy and varied role, but ultimately a rewarding one — helping people achieve their goals and feel more confident about their financial future.

I’ve been in Financial Services since 2002 – I started out in Nat West bank and have worked as a Mortgage Adviser plus as an Account Manager for Prudential before becoming a Financial Planner in 2011.