Graduating from the University of Birmingham in 2012, having gained a top degree in Sports Management, it was natural for James to join his father in the Wealth Management sector. James specialises in looking after professional sports clients as well as high profile media clients. He has a deep understanding of these clients needs and helping them with all aspects of their finances during short but lucrative careers. He feels at home working with these clients together with their other advisers be it their agent’s or accountant’s.
He is equally at home dealing with the needs and requirements of business owners, entrepreneurs and other high net worth individuals.
James obtained his diploma and qualified as a Wealth Management Consultant in March 2014, having graduated from the St. James’s Place Next Generation Academy. The Next Generation Academy is a 12 month program designed to prepare family members of existing St. James’s Place Partners for life as an advisor, in addition to running and owning a business within the St. James’s Place Partnership.
James enjoys, playing and watching football, golf and tennis as well as traveling and European cuisine. He had the honour of representing Team GB at the 2013 Maccabiah Games in Israel. James is also proud to be a Patron of the Arts, having been instrumental in Kinetic Wealth Management’s sponsorship of a Classical Music recital series.
Brian joined Kinetic Wealth Management in December 2013 as a diploma qualified Wealth Management Consultant.
He has over 30 years experience providing quality advice across a comprehensive range including investment planning, retirement planning, financial protection and estate planning.
Since joining St. James's Place, Brian has become a valued member of the Kinetic Wealth Management team.