James Carter

Qualified Adviser

Chartered Institute for Securities & Investment

Client Director

Manchester

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.

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