At Level, James is one of the primary points of contact for Private Client solicitors, financial advisors and their clients.

 

He takes pride in delivering a market-leading service, providing financial solutions for the probate process to solicitors, executors and beneficiaries.

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Prior to joining Level, James worked with Tower Street Finance from the launch of their first-to-market specialist financial products into the probate sector; proving and growing the market for these in the UK.

 

James previously spent 30 years running a number of businesses and continues to enjoy numerous long-standing professional and high level relationships in the legal and financial sectors throughout the UK.