Getting up close with James Mousley, our new Director of Financial Planning
28 April 20  /  News

We are delighted to welcome James Mousley to the Board of Mathews Comfort. James joined us on the 6th April as Director of Financial Planning, jumping straight into our 10-year strategy board meeting!

Dan Weston, CEO, comments: “Having worked extensively in the City and for a number of the UK’s leading financial planning firms, James brings a wealth of experience and a skill set that will enhance our growth plans and proposition over the next decade and beyond. This is a positive addition to the Company and takes us another step closer towards our vision for the future.”

Due to the current situation, many of the Mathews Comfort team have yet to meet James in person, so Vicki put some essential (and not so essential) questions to James, allowing the team and Mathews Comfort clients to find out more about him.

What do you enjoy most about being a financial planner?
It’s a privilege working with clients and their families, being at their side throughout their journey and guiding them to achieve their desired lifestyle. What I enjoy most is working with fascinating and successful individuals, showing them what is possible, and seeing their faces and emotions when they realise they can achieve everything they’ve always wanted. I also benefit by learning from successful individuals and their stories.

What are you hoping to bring to the Mathews Comfort Financial Services team?
First and foremost, I want to bring my coaching and mentoring skills to the team, helping each team member to become the best version of themselves. Having worked with many successful professionals and business owners over the years, I plan to share these experiences, helping the team enhance the service and experience we provide for Mathews Comfort clients.

Do you have any world-stopping goals or objectives?
My BHAG (Big Hairy Audacious Goal) with the Mathews Comfort team is to evoke positive change within the financial planning world, both internally and externally. I want to evolve the role of financial planning and support all those involved to deliver outcomes beyond all expectations.

Those that know me, know that I am passionate about financial planning and that I like to give back to the profession by mentoring and supporting future generations of financial planners.

If your friends could describe you in three words what would they be?
Passionate, intelligent, trustworthy.

What are you most looking forward to in 2020?
The most exciting thing for me is the birth of my first child. As you can imagine, there are equal amounts of excitement and fear about becoming a parent for the first time.

In light of the recent Covid-19 pandemic, I am also looking forward to celebrating a vaccine and the end of social distancing with a big party for friends and family.

What do you consider to be your greatest personal achievement to date?
Representing Great Britain for Volleyball at the 2009 Summer Universiade Games in Belgrade.

When you are not at work what do you do to relax and enjoy yourself?
I love to keep active, so I exercise regularly, whether in the gym, at the Crossfit Box or roaming the hills of the Peak District (or further afield). I find these activities take my mind off everyday life. I am a fair-weather golfer, so I hope to revisit the fairways soon.

Another love of mine is food. I enjoy cooking a good curry and new food experiences, trying new restaurants and revisiting comforting old favourites. I get most enjoyment sharing culinary experiences with loved ones.

We love cake in the MCFS office. Do you have a signature cake you will be baking and bringing to the office?
You can’t beat a slice of Victoria Sponge with a good cup of Yorkshire Tea in the afternoon. I prefer buttercream over whipped cream any day of the week, which will probably cause some debate, but I’ll definitely treat the team to a Victoria Sponge.

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