About James
Brought up in London, I have worked in the financial services industry for over 30 years. I began my career in the Institutional Equity Division of County NatWest, where I advised pension and hedge fund managers on long-term investment and asset allocation.
In 2013, I transitioned to wealth management and became a Chartered Member of the CISI in 2017. I joined Canaccord Wealth as part of the acquisition of Punter Southall Wealth and advise on all areas of financial planning, including pensions, investments, inheritance tax, and protection.