JAMES SALI

James has been working in the financial advice sector as a planner for the last five years, before coming onboard with Signate Private Wealth.

James has a strong passion in understanding clients wants, needs, desires and ambitions, to ensure that he can tailor a plan specific to their individual circumstances.

James’ strong attention to detail, allows him to communicate with his clients in a simplified manner to ensure they are kept accountable toward their commitments.

James is a qualified Financial Planner, having obtained the Certified Financial Planner ^® status in 2018 and is a member of the Financial Planning Association and Tax Institute.