James has 30 years experience in Financial Services, during which time he has held the position of Pensions Development Manager with Standard Life and was also an Associate Director of Ulster Bank Wealth. In August 2012 James joined Lucas Financial Consulting who specialise in Retirement Planning, Investments, Business and Family Protection. These services are offered on a business-to-business basis for clients of Accountancy Practices as well as personal clients.
James holds the QFA, FLIA, RPA & PTP qualifications from LIA. He also holds the Irish Institute of Pensions Management’s Membership qualification (MIIPM) and the Association of Compliance Officer’s qualification, LCOI. He was a member of LIA's Board of Directors (2010-2017) and was LIA President in 2016.