James Hedley

James' 30 plus year career at Rathbones with his team of five are very experienced and able to provide long term consistency client service. He manages portfolios for private clients, family groups, trusts and settlements, pensions, charities & estates – alongside other client advisors as appropriate.

James is a Chartered Fellow of the Chartered Institute for Securities and Investment. He is a Chartered Wealth Manager and holds the Securities Institute (CISI) Diploma. He is a Bachelor of the Arts (Hons) in (Economic) History: and a Master of Science (Wales) in Environmental Forestry. James holds a knighthood.

Citywire places James in the Top 20 Wealth Managers in Liverpool, citing expertise and longevity. James is also listed in the Citywire Top 100 of the most regarded and influential people in the UK for private client investment fund selection across multiple years. Please contact for details.