I am a trusted adviser to many and take great satisfaction from helping my clients achieve their ambitions.”
- Locations
- Newcastle
James is an experienced Chartered Wealth Manager in RBC Brewin Dolphin’s Newcastle office having been in the industry for over 30 years. With great care he helps people to protect and grow their wealth to meet their personal and financial goals now and in the future.
He specialises in investment management and is proud that personal service is central to everything he does. He manages multi-asset class portfolios for private clients including individuals, trustees, charities and pension funds.
James began his financial services career in 1988 as a Trainee Investment Manager with Wise Speke, later acquired by RBC Brewin Dolphin, in Newcastle. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.