James is a Chartered Fellow of the Securities Institute. He has over 35 years of industry experience having begun his private client stockbroking career with Heseltine Moss in 1986 and latterly as branch manager of Charles Stanley’s Reading office. James manages investment portfolios on behalf of private clients, trusts, charities and SIPPs on a discretionary basis and has built strong relationships with local intermediaries over the years.
In his spare time, James enjoys long walks with his dog, shooting, family holidays and gardening.