James Bowman

James is a Chartered Financial Planner, Fellow of the Personal Finance Society (PFS) and a Chartered Member of the Chartered Institute for Securities & Investment (CISI).  James recently joined Rathbones Financial Planning and has over 20 years’ experience of helping people grow, protect and enjoy their wealth, sometimes over several generations. 

James has worked for a number of Investment Management Firms, most recently Killik & Co., where he mentored and developed new planners alongside managing his own advice team.  He has also enjoyed more technical roles at Coutts, supporting advisors to provide complex at retirement advice to wealthy individuals and families.