James offers an holistic approach to financial planning, tailoring personal solutions to the needs of his clients. He has an excellent industry reputation for providing professional, comprehensive, un-biased advice not only in areas such as Pensions, Savings, Investments, Protection and Mortgages, but also in specialist areas such as Inheritance Tax, Long Term Care and Trust planning. Each person is treated individually based on their own personal and financial situation, which ensures that they receive the appropriate level of advice as they strive to fulfil their goals and dreams.

Natasha entered the financial industry 16 years ago and has gained valuable experience in all areas of financial planning. She manages the office and provides administration support and is qualified to Diploma level in Financial Planning.

Natasha offers an holistic approach to financial planning, tailoring personal solutions to the needs of clients. Natasha provides professional, comprehensive advice in all aspects of financial planning including Inheritance Tax planning, Pensions, Savings, Investments, Business and Personal Protection.

Kate joined Centricity in March 2022 and provides administration support to James and Natasha. Kate is gaining knowledge within the Financial Advising Sector since joining us from an accounting background.