James Crenan
Associate Wealth Planner
About James
I have worked in financial services since graduating from Lincoln University in 2011 with a degree in Business Studies, starting in the pensions administration department of Zurich Insurance Group. I had three different roles in my time with Zurich, ranging from administration, operations and software robotics. I joined McCarthy Taylor in 2018, supporting a financial adviser with their clients. I joined Canaccord Wealth when it acquired McCarthy Taylor in 2019 and have been working alongside a senior financial planner to assist clients with their planning needs since then.
Over the last few years, I have obtained my diploma in regulated financial planning and I am working towards chartered financial planner status. Having been made an associate wealth planner in July 2026, I am looking forward to working closely with existing and new clients to help them achieve their financial goals.
Outside of work, life is hectic with my son Rory’s arrival in December 2025. I get out on the golf course when possible and support Manchester United, which hasn’t been fun in recent years!
