Saunderson House

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.

James joined the Saunderson House graduate trainee program in 2015, after graduating from Lancaster University with a first class degree in Biomedicine. He achieved Chartered status in 2020, and is now a Chartered Financial Planner and part of Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. James’ clients include entrepreneurs, current and former Partners of the Big 4 accountancy firms and the Magic Circle law firms.  James enjoys working closely with his clients, helping them to achieve financial independence, with strategic and investment planning advice. In his spare time, James enjoys gardening, walking his retired racing greyhound, and renovating his cottage.
 

I provide bespoke financial advice to clients which ranges from the accumulation of wealth, utilising savings in retirement and wealth preservation across generations. The financial planning process creates an appropriate strategy to achieve client goals by listening closely to their objectives and aspirations. This involves analysing client circumstances in detail to build a holistic understanding before advising on a bespoke financial plan to achieve desired objectives. I advise on a broad range of areas including investment strategies, retirement planning, tax mitigation and inheritance tax planning. I work closely with the various in-house specialist teams to ensure we achieve the best outcomes for our clients.