James Parker
Associate Investment Director @Rathbones
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WORK HISTORY
Associate Investment Director @Rathbones
Manchester, GB
I work closely with business owners and entrepreneurs across the North West to design and implement bespoke wealth strategies. My focus is on helping clients build wealth tax-efficiently, prepare for business exits, and plan for intergenerational wealth transfer.Key areas of expertise- Tax-efficient investment structuring- Succession and exit planning- Retirement and lifestyle planning- Collaboration with legal and tax advisers for holistic solutions
ABOUT JAMES PARKER
As a Chartered Wealth Manager, I specialise in helping UK families, business owners and…
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