James Gardiner

Advising clients since: 1998

Qualifications: CISI: Chartered Wealth Manager, CFA Society UK: Investment Management Certificate, SOLLA: Later Life Accredited Adviser

Areas of expertise: Holistic Financial Planning and portfolio management. Later Life Planning, including Equity Release and Long-Term Care.

An experienced financial planner, James is the firm’s Later Life Specialist. His interest in meeting the needs of older clients and their families led to him being awarded the Later Life Adviser Accreditation and Retirement Advice Standard developed by the Society of Later Life Advisers (SOLLA). He is also a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities & Investments (CISI).

He offers a highly personal service tailored to a family’s specific requirements and prides himself on the long-term relationships he has established with his clients. He looks to simplify the complex and often time-consuming nature of any financial strategy for them.

His clients are predominantly city-based individuals, business owners and retirees.