Please feel free to get in touch

Please see our Website Privacy Policy for information

Our Wealth Planners

James Herbert

Senior Wealth Planner


BA (Hons), MA, DipPFS, APFS


I joined Sanlam on the award winning Graduate Programme in 2010. Prior to that I studied at the University of Chester for my Degree in Business and Finance and also at Bangor University to achieve a Masters in Business & Finance. I have also gained the status of Chartered Financial Planner.

In my spare time, I enjoy getting out and playing rugby most weekends for my local club and also like to go rock climbing when I can.




James Herbert

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.