James is IFA Development Manager for Rathbones’ distribution to financial advisers and product providers and platforms. He is responsible for business development co-ordination and support to Rathbone Investment Management and Rathbone Unit Trust Management in providing our services to the financial adviser market.
James has worked in financial services since 1987 and previously he was Director of Marketing and Business Development for discretionary fund management firm Thesis Asset Management. As well as the experience of working within the DFM market, James has also enjoyed spells as an IFA with firms including Cavanagh and AWD Chase de Vere.
During his time as a financial adviser, James attained relevant industry qualifications including the Chartered Insurance Institute’s Advanced Financial Planning Certificate.