James is an Investment Manager with over 20 years’ experience in the Private Client industry, running multi asset investment portfolios for private individuals, their pensions and family trusts.
James enjoys getting to know his clients in order to provide tailor-made solutions for their individual needs and objectives. He also takes great satisfaction from mentoring colleagues and has previously overseen development programs in this respect.
James is a Chartered Fellow of the Chartered Institute for Securities and Investments and also holds the Diploma in Financial Planning from the Personal Finance Society.
Prior to joining Brewin Dolphin in 2021, James was a Senior Investment Manager at St. James’s Place Discretionary Fund Management and a Director at HSBC Discretionary Wealth Management.