James Bacon

Chartered MCSI Investment Analyst


James joined Chadwick’s in November 2016 after completing his MSc in Investment and Financial Management for which he received a Distinction. Prior to this James worked for two years as an investment researcher at a local fund management company and spent a year working in the pension department of a large insurance company.

James has a BSc (Hons.) in Geography and holds the CISI Level 4 Investment Advice Diploma. He is a Pension Transfer Specialist and a Chartered Member of the CISI. He is currently working towards the Chartered Wealth Manager qualification.

Outside of work James enjoys running, cycling and travelling.


MSc Investment and Financial Management

Level 4 Investment Advice Diploma (CISI)

Level 4 Certificate in Investment Management (CISI)

Level 6 Pension Transfers and Planning Advice

Chartered Member of the Chartered Institute of Securities and Investment