James has recently joined Rathbones and is a Chartered Financial Planner with the Chartered Insurance Institute (CII). He also holds further qualifications alongside the Advanced Diploma in Financial Planning such as the Certificates in Discretionary Investment Management, Mortgage Advice, Equity Release with the CII and the Investment Management Certificate with the Chartered Financial Analyst Institute (CFA). He has joined from an Independent Financial Advisers based in London and started his career in Wealth Management with St. James’s Place Wealth Management.
James delivers independent holistic financial planning to high net worth individuals and their families in order for them to meet their objectives in a tax-efficient manner. He has experience in advising on all areas of financial planning such as estate planning, tax efficiency, protection with a particular emphasis on pensions and retirement planning as well as investment structuring.
He has an extensive network of professional connections in order to help his clients achieve their goals for them and their families. He believes strongly in building relationships that are long-lasting as well as working diligently to ensure his clients receive the best possible service and results.