Simon has over 25 years’ experience working in the wealth management sector and is one of the country’s most qualified wealth managers. As well as being a fellow of both the Chartered Institute for Securities and Investments and Personal Finance Society, he is a qualified Chartered Wealth Manager and Chartered and Certified Financial Planner.
Simon began his wealth management career at one of the country’s leading banks, where he went on to manage its regional wealth management team. Seeking a new challenge, Simon joined the private client division of R W Baird & Co, a US investment bank, in 2000.
In 2004, Simon decided to take a year out to fulfil a lifelong ambition – to ride a motorcycle around the world unassisted. Over 34,000 miles later, Simon returned to the UK in February 2005 with new skills and experiences that have stood him in good stead on a personal and professional level ever since.
Following his epic journey, Simon joined MacIntosh James & Partners as its managing director, and today he is the primary figure involved in the day-to-day running of the company. This includes Simon providing bespoke wealth management advice to high net worth private clients, including entrepreneurs, senior executives and professionals.
Simon James – Managing Director direct line 0113 218 2607 email firstname.lastname@example.org skype simon.richard.james