In the Next Generation Advisers interview series, chief reporter Isabel Baxter introduces the next generation of advisers and highlights how they are planning to make their mark. Today’s featured adviser is Path Financial’s James Harrison...
Path Financial Chartered financial planner James Harrison was not aware of the financial advice profession when he was at university and he initially wanted to know more about finances when he secured a role after education. "Over time, I realised the softer elements were something I enjoyed just as much; building trust, understanding what makes people ‘tick', and adapting to different personality style," he told Professional Adviser. "Putting a financial plan in place requires an ability to understand someone and ask questions to help unearth what they wish to achieve. The financial stu...
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