James is one of the Founders of Luna and is the lead Investment Director, with responsibility for devising and delivering the Luna investment management proposition*.
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.
* Luna Investment Management Limited is an appointed representative of Thornbridge Investment Management LLP “Thornbridge”, which is authorised and regulated by the Financial Conduct Authority. All investment management decisions are undertaken by its investment committee. Luna staff sit as members of that committee. Further details, including all relevant regulatory disclosures can be found at www.thornbridge.com.