James joined Sanlam, formerly Border Asset Management, in 2012. He quickly began studying towards his professional qualifications. A member of CISI, James soon completed the Investment Operations Certificate (IOC), earning the title of Associate. He works alongside James Bardner and Nick Levens in the Kirkby Lonsdale office, supporting them in working with Financial advisers or private clients. James is primarily for Kirkby Lonsdale’s investment proposal preparation and also the on-going review of client portfolios.
James is currently working to complete the Investment Advice Diploma as part of the CISI qualification framework.