James B. Email
Partner @ NOVA
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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 - The Chartered Institute for Securities & Investment (The CISI)
Certified Financial Planner
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 - The Chartered Institute for Securities & Investment (The CISI)
Chartered FCSI
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 - The Chartered Institute for Securities & Investment (The CISI)
Chartered Wealth Manager
- Queens college Taunton 2023
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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