James provides investment solutions for a diverse range of private clients throughout the UK – a role he has performed within the industry for the past 20 years. He specialises in managing investments for individuals and their families following a business sale, working with their other advisors to build and implement a bespoke and tax efficient investment strategy.
Prior to joining Luna, James had spent his entire career at Brown Shipley, the majority of which as a Client Director, having joined the company in 2000.
James graduated from the University of Nottingham in 1999, having read Industrial Economics. He is a Chartered Fellow of the Chartered Institute of Securities and Investment and completed the Institute Diploma in 2002.