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Contact Information

  • T: 01227 768 374
  • F: 01227 450 498
  • E: email me

James Rouet

Paraplanner

Independent Financial Planning

James is a Paraplanner on the Independent Financial Planning Team. He joined Girlings in December 2022 and is based in our Canterbury Office.

James is an Independent Financial Adviser with a strong commitment to helping clients achieve their financial goals.

He completed his Diploma for Financial Advisers (DipFA) in 2020, and the Certificate in Mortgage Advice and Practice (CeMAP) in 2022; both at the London Institute of Banking and Finance. In August 2023 he will commence an Advanced Diploma in Financial Advice, leading to Chartered IFA status.

Outside of work, James is a keen runner and mountain biker. He also enjoys exploring new cultures and cuisines, as well as travelling to watch Manchester United play in both domestic and European matches. In 2021, James raised over £700 for Mind by completing Tough Mudder, climbed Mount Snowdon in 2022, and is aiming to take on the Three Peaks Challenge in 2024.

Independent Financial Planning

Expertise

  • Retirement planning, tax planning (including income tax, capital gains tax and inheritance tax) and investments
  • Financial Protection
  • Portfolio planning with emphasis on risk, asset allocation and fund reviews
  • Assisting clients with ‘at retirement’ decisions, with a focus on capital and income requirements in relation to accumulated pensions, savings and investments
  • Bilingual: French-English

Our Experts

Tracy Furminger

Chartered Financial Planner
Independent Financial Planning

Lesley Rushton

Managing Partner
Wills, Tax & Estate Administration

Charlotte Nock

Head of Department
Wills, Tax & Estate Administration

Natasha Boyd

Tax Technician
Wills, Tax & Estate Administration