James Cederholm

Associate Financial Planner

I specialise in supporting business owners, families, and individuals who want to build long‑term financial security with clarity and confidence. Whether you’re planning for retirement, structuring your investments, or navigating key life transitions, I focus on providing clear, tailored advice that helps you make informed decisions. My aim is always to remove complexity, give you confidence in your financial future, and build a partnership that lasts for the long term.

With five years of experience in financial planning, I bring a strong technical foundation and a commitment to high professional standards. I hold Chartered Financial Planner status through the CII — one of the highest levels of accreditation in our industry.
My academic background includes a Master’s degree in Finance and a Bachelor’s degree with Honours in Mathematics. During my studies, I was honoured to receive The Barry Taylor Memorial Award for being the hardest‑working student in the department, reflecting my dedication and work ethic — qualities I bring to every client relationship.