James joined the RBC Brewin Dolphin Oxford office in 2019 and is a Chartered Financial Planner. He offers advice to a range of private clients and families. This includes pensions, inheritance tax and estates planning for those nearing or in retirement and investments and financial protection for younger clients growing their wealth.
James also helps corporate directors on issues such as company pension schemes and shareholder protection. He is proud of the personal advice he and the Oxford team provide its clients taking a holistic and long-term approach to their wealth and financial planning.
His financial services career began in 2010 as a Customer Advisor for the Royal Bank of Scotland before joining Equilibrium Wealth Management in 2011 as a Paraplanner. He moved to Butler Toll in 2016 progressing to the position of Chartered Financial Planner before joining RBC Brewin Dolphin. He has a Diploma in Regulated Financial Planning and is a Fellow of the CII.