James has 8 years’ experience in the financial services sector. He started his career with Brooks Macdonald Asset Management working in the Project Delivery team where he played a key role in strategic projects that included a number of acquisitions, large software upgrades, new third-party service offerings and an operating model change.

In April 2015, James left Brooks Macdonald to join Third Financial and is now the Operations Director. Prior to this, he ran the Project Delivery team who are responsible for the implementation of Tercero Wealth for new clients and managing change for the existing client base.