Chartered Institute for Securities & Investment
James manages portfolios for a diverse range of private clients. He specialises in managing investments for individuals following a business sale, working with their other advisors to build and implement a bespoke wealth management strategy to meet their unique requirements. He joined the firm in 2000 having completed a degree in Industrial Economics at The University of Nottingham. He completed the Securities Institute Diploma in 2002 and became a Private Client Director in 2007.