Meet James

In October 2023, a year after selling his financial planning business, James founded Raise Your EI. After 15 years as a financial planner, he recognised the need for high-quality, science-based training in emotional intelligence to help firms and planners in financial services achieve success.

Certified SCAnS Coder Fellow of the CISI
Picture of James

How James can help you to succeed

With his background as a client-facing adviser and owner of a financial services business, James brings a wealth of experience to the table. Alongside his success with the best-selling book Financial Planning for Entrepreneurs, James is a certified behaviour analyst, a trainer in the Six Channel Analysis System (SCAnS®), and an e-Factor® coach-trainer.

James is dedicated to helping individuals and teams in financial planning, wealth management, and private banking enhance their emotional intelligence skills.

He firmly believes that emotional intelligence is key to personal growth and success. By recognising, understanding, and managing our own emotions – and those of others – James believes we can improve communication skills, build stronger relationships, and become more effective entrepreneurs and leaders.

James' experience

  • MSc in Communication, Behaviour, and Credibility Analysis
  • e-Factor® Certified Coach-Trainer
  • Diploma in Executive Coaching from the Academy of Executive Coaching
  • Chartered Wealth Manager