James joined Brooks Macdonald in 2022 to further develop and manage professional connections and partnerships. Working closely with Stewart Sanderson, he also supports the broader UK Private Clients team.
Having relocated back to London from Geneva, James has spent over three years in wealth management with significant experience gained in both business development and broader financial planning for expatriates across Europe.
James is a member of the Chartered Institute of Securities and Investment (CISI) holding the Investment Advice Diploma.
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