James Newton has a Chartered Insurance Institute’s (CII’s) Diploma in Financial Planning and works for The Openwork Partnership.

James brings with him a great deal of experience, having joined the profession in 1992, initially as an Adviser, and then as a Manager.

James has worked with many prominent businesses within the Openwork Network over the years and has been working with HdeB Private Clients since early 2016.

“My main role is to keep both the client and the business safe and to ensure a positive client outcome.”

James offers another level of client care, and good practice. He is appointed by our Network, Openwork Partnership. We are very lucky to have someone of James’s calibre. His due diligence ensures that the very best in professional standards are the norm in everything we do.

“I have really enjoyed my time working with the HdeB team with their highly capable and client focused support team and I look forward to continuing with this relationship during the many years ahead.”