James Barrie
FPFS, Certificate in Investment Management (IMC)
With over 20 years of experience as a Financial Planner, I've built my career through strong client relationships and reliable financial advice. I hold the Chartered Status and the highest award, Fellowship of the CII. My focus is on Investment, Retirement and Protection Planning, covering key financial areas. I specialise in employee benefits and work with corporates to create tailored packages for their staff.
About
In my free time, I spend time with my family, including my wife, sons and dog. Weekends usually involve running the kids to their clubs. I'm keen on exploring new destinations and taking the kids to see different parts of the world. I've been playing the guitar (poorly) for years and have been trying to learn the piano since the pandemic.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
