James Gardiner:
James’s primary focus is the creation of sophisticated investment strategies for clients using both traditional and alternative investment vehicles.

His clients are predominantly city based individuals or families with inherited wealth, looking for a high level of personable service. He also carries out work for the clients of a number of solicitors’ firms and discretionary management firms based in London.

James is a key member of the Westminster Investment Executive, responsible for research & analysis on US and European equities. The committee meet weekly to discuss the Westminster portfolios and underlying asset allocations.

His other focus is as the firm’s Equity Release specialist. Equity Release is a growing marketplace with the extraction of capital or income from clients’ properties potentially playing a key role with regards to Inheritance Tax and Retirement planning.

Outside of the office, James’s hobbies include surfing and skiing.