About Us
Find out more about our experienced team members.

Grant Miles DipFA, CeMAP, CeLTCI
Director & Financial Planner
Grants financial services career started in 1987 and whilst the business demands have changed dramatically over that time, client needs and the service standard that Grant provides has not. Grant is highly qualified across all areas of financial planning and has a great deal of experience operating in the corporate markets as well as with high net worth clients.
Grant is proud to be running investment portfolios for families spreading across 3 generations and some clients have had a business relationship for over 30 years.
Outside work, Grant is a keen aviation enthusiast holding a private pilot licence and a qualified PADI rescue diver.

Daniel Harris CeMAP
Mortgage & Protection Administrator
Dan joined the team after 11 years in accountancy preferring to opt for a more challenging and varied career.
Having access to literally thousands of mortgage products, Daniel thrives on reducing the pain and stress associated with the house purchase process and delivers a seamless 1-1 service by taking the time to understand the client needs, analyse the market to find the most suitable mortgage deal prior to dealing with the full application process
Outside work, Dan is a fan of all sports with a special keenness for darts.

Karl Higginson
Mortgage & Protection Advisor
Karl joined the team after 24 years as a Counter Fraud Specialist, opting for a change and new challenging career.
Karl is responsible for covering the midlands territories and has a great deal of experience surrounding the buy to let market having been a landlord himself. Karl is dedicated to understanding client requirements and tailors each solution in the most cost-effective way.
Outside of work, Karl enjoys spending time with his family and enjoys motor sports.

Susan Harris
PA & Office Manager
Sue has been involved with the financial services industry for the best part of 23 years starting out with Pearl Assurance where her last role was PA to the Regional Manager.
Sue joined James & Co Wealth Management in 2009 as Personal Assistant to Grant and is now responsible for support to all members of the team and ensures smooth running of the back office.

Mubashir Rahim
Marketing Manager & Customer Liaison
Mubashir, affectionately known as Bash has 25 years of retail career with companies such as Selfridges and Harrods providing customer service at the highest level. Following his time in Retail Bash joined our company because he wanted to have a role that would allow him to have long term career satisfaction and the prospects to develop professionally.

Clair McDonald
Clair joined James & Co Wealth Management following a career in Finance over a number of years, predominantly in Finance Manager roles across a diverse sector of industries.
Outside of work Clair enjoys spending time with her family and friends socialising and long walks with her beloved dogs.