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 18 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).