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James Smith

Investment Director

Brooks Macdonald

United Kingdom, England, Birmingham

About Me

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 and Planners in the main but also Solicitors and Accountants. Client portfolios include individual GIA’s and ISA’s, personal pensions, trusts, offshore bonds, charities, corporate accounts and SSAS’s. 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.

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Profile Information

Investment Director

Brooks Macdonald

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Birmingham

England

United Kingdom

Jul 16, 2025

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