“We are looking after people in our local community. They expect investment expertise from us but also a high quality of service as we guide them on their investment journey. We are their problem-solvers and facilitators.”
- Locations
- Lincoln
James manages multi-asset discretionary investment portfolios for a wide range of clients including private clients, trusts, SIPPs and local charities. He also assists intermediaries – independent financial advisers – in the management of their clients’ portfolios. James is particularly proud of the high level of personal service RBC Brewin Dolphin offers, dealing quickly and efficiently with clients’ queries and concerns, and helping them to understand complex issues.
After a seven-year career as an officer with The Queen’s Royal Lancers, where he saw active service in the Middle East and Balkans, James began his financial services career in 2006 with Barclays Wealth and Investment Management. He joined the RBC Brewin Dolphin Lincoln office in 2015.
James is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities and Investments.