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Brought up in London, James has worked in the financial services industry for over 30 years. He began his career with the Institutional Equity Division of County NatWest, where his role involved advising pension and hedge fund managers on long-term investment and asset allocation. In 2013, he made a career transition to wealth management, becoming a Chartered member of the CISI in 2017. James joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth, and advises on all areas of financial planning, including pensions, investments, inheritance tax and protection.