James Shrives

James Shrives

Partner, Investment management

Areas of expertise

Investment management for private clients; trusts; pension funds; charities.

Experience

Working from the Bristol office, James has been advising individuals, families and companies on investment and related financial matters for more than 20 years and enjoys the strong long-term relationships that grow across the generations.

He works with clients and their advisers guiding decisions and structuring investment strategies to meet near-term requirements, while also dealing with issues of inheritance and succession planning. He is experienced in acting for executors in probate matters.

Professional qualifications/memberships

Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

 

Contact James

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