Areas of expertise
Investment management; private clients; Individual savings accounts; trusts; self-invested personal pensions; charities and companies.
James is a partner at Cunningham Coates and has over 30 years’ experience dealing in all aspects of private client investment management. He manages a wide and diversified range of clients in both the UK and internationally, built upon strong long-term relationships with clients as their trusted advisor.
James has provided a personalised service for numerous families over many generations.
Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).