We set up Cranwell James Financial Planning in 2013 to provide our clients with an outstanding financial planning service. Together, we have over 40 years’ experience in the financial services industry.
Based in the heart of Manchester, we are well placed to provide highly tailored financial planning services to individuals, businesses and trustees. Our overriding aim is to assist all our clients in achieving and maintaining financial freedom.
We make a point of keeping to limited client numbers so that we can provide a dedicated and individually tailored service; we are fully regulated, independent financial advisers.
Terry has been in the financial services industry since 1987, starting his career with Aviva before moving on to take up an advisory role within a Manchester based accountancy practice.
After a further move, during which he helped a Cheshire based IFA practice build its client base substantially, Terry decided the time was right to establish his own company and founded B C James Ltd in September 2009. The aim for B C James (and now Cranwell James) was to enable Terry to continue providing clients with a high level advisory service, whilst also offering the balance he required of spending more time with his family. This “balance” remains an important tenet of both Terry’s business and his approach to financial planning.
Married with three children, Terry has been a season ticket holder at Manchester City for 30 years, which explains the grey hair! Qualified to Diploma level, he is also a pension transfer specialist.
James worked in both accountancy and fund management between 1999 and 2002 before entering the financial services sector with a Manchester city centre firm, specialising in high net worth business owners.
From an early stage, his aim has been to run his own company and deliver a highly personal service to his clients. After several moves, this became a reality in 2012 when he started Cranwell Wealth Management. James strives to help clients answer the big questions with their planning:- what do you need for the rest of your life and what will it cost? James is passionate about the world of investment and has completed the Investment Management Certificate.
Outside of work, he enjoys socialising, watching rugby and playing guitar. In fact, something you might not realise is that he was a guitarist in a seminal mid-90s indie rock band!