Cambridge Managed Portfolio Service
James has been involved in advising on investments since graduating in 1992, with a degree in financial services. From 2000 he has held senior positions within two discretionary investment management companies, before joining Cambridge Investments Limited in 2009.
James provides further strength to the company’s existing fund research and asset management capability.
James has a passion for helping investors achieve more from their investments, by ensuring their portfolios are structured correctly and actively managed to generate attractive returns, in a tax-efficient manner. As well as being suitably qualified in investment management, James is also qualified to a high level in personal financial planning matters. He became a Chartered Financial Planner in 2006. Outside work, James’ young family keeps him busy, however he does enjoy escaping for a few hours sailing at the weekends, when time (and weather) permits.
Registered in England and Wales No: 1370458. Registered Office: Paradigm House,
Brooke Court, Wilmslow, Cheshire, SK9 3ND.
Cambridge Investments Limited is a subsidiary of Perspective Financial Group Limited.
Cambridge Investments Limited is authorised and regulated by the Financial Conduct Authority.
All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.
Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
CB1 Business Centre, 20 Station Road, Cambridge, CB1 2JD
01223 365 656