James Smith Chartered

WORK HISTORY

EDUCATION

ABOUT JAMES SMITH CHARTERED

I am a highly motivated, passionate and conscientious Investment Director. I manage bespoke investment portfolios on a discretionary basis for private clients and clients of Financial Advisers, as well as also Solicitors and Accountants. Client portfolios include GIA’s, ISA’s, personal pensions, trusts, offshore bonds, charities, corporate accounts, SSAS’s and assets managed on behalf of clients of the court of protection. A long-standing relationship means that I can build strong foundations with clients and their advisers whilst helping them to achieve their financial goals. I wish to build on this by developing relationships and establishing the same level of trust with new professional contacts and direct clients.