James B. Location
- United Kingdom
James B. Work
- 2021 - now Partner @
- 2025 - now Director @ Golf Butler Sims Ltd
- 2019 - 2021 Director - Financial Planning @
- 2017 - 2021 Adviser @ Epoch Wealth Management
- 2014 - 2017 Relationship Manager @
- 2012 - 2013 Portfolio Manager @ SC Davies & Co
- 2011 - 2012 Investment Manager @
- 2009 - 2011 Analyst @
James B. Education
- The Chartered Institute for Securities & Investment (The CISI)
Advanced Diploma in Financial Planning
2018 - 2020 - Chartered Institute for Securities and Investment
Chartered MCSI
2017 - 2017 - The Chartered Institute for Securities & Investment (The CISI)
Masters in Wealth Management (Financial Markets - Level 6)
2011 - 2012 - CFA Society of the UK
Investment Management Certificate - Level 4
2011 - 2011 - The Chartered Institute for Securities & Investment (The CISI)
Investment Advice Diploma - Level 4
2011 - 2011 - University of Southampton
MSc (International Banking and Finance)
2007 - 2008 - University of Southampton
2:1 BSc (Economics)
2004 - 2007 - Queens college Taunton
Chartered Wealth Manager
- The Chartered Institute for Securities & Investment (The CISI) 2023null
James B. Summary
- James B., based in United Kingdom, is currently a Partner at NOVA. James B. brings experience from previous roles at Golf Butler Sims Ltd, Brewin Dolphin, Epoch Wealth Management and Seven Investment Management LLP. James B. holds a 2018 - 2020 Advanced Diploma in Financial Planning @ The Chartered Institute for Securities & Investment (The CISI). James B. has 1 emails on RocketReach.
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Top NOVA Employees
Jared Cotton
Chief of Staff
London, England, GB
Haydn Brain
Head of Client Growth
London, GB
Anthony Panagi
Technical Lead
London, GB
Andrew McMillan
Founding Partner
London, GB
Alistair Madden
Software Developer
London, GB
Kate Bruce
Operations Growth Lead
United Kingdom
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James B.
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Joseph McLean
Founding Partner
London, GB
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Dan Burrows
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Ella Killen
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