Wealth Planning Adviser – Wealth Planning
He advises on a wide range of areas, which includes investments, pensions and succession planning. Prior to joining the Stonehage Fleming Group in 2023, James was a Financial Planner at Charles Stanley. James is a Chartered Financial Planner with the Chartered Insurance Institute and holds a degree in Mathematics & Philosophy from the University of Leeds.
Director - Head of Risk & Compliance - Family Office and Corporate Services, South Africa