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.
James Smith
Investment Director
Brooks Macdonald
United Kingdom, England, Birmingham
About Me
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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