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