James Wallace Exeter office
James Wallace

James Wallace

Investment Director

Exeter

+44 (0) 1392 204 404

About me

As an Investment Director, my priority is to meet my clients investment objectives, whether that is growing their wealth or producing an income to support their lifestyle. By understanding their current position, requirements and financial objectives, I can create a tailored investment portfolio that suits their present and future needs. I specialise in managing clients savings and investments, whether they are share portfolios, ISAs, or pensions. To ensure the best possible outcome for my clients I work closely with their financial advisors, solicitors and accountants. I construct and manage bespoke investment strategies, matching clients’ risk profiles and objectives to investment portfolios that will deliver tax efficient, real returns for them over the years.  

Background/Experience

With over a decade of experience in financial services I have formed close relationships with all my clients. I have been with Investec (previously Williams de Broë) since 2008, and having progressed through the Investment Management Diploma when I first entered the industry, I have built my knowledge and expertise over a prolonged period of time.

My financial qualifications include:

  • Chartered Wealth Manager through the CISI 
  • Diploma in Investment Management 
  • 2:1 BA (Hons) History Degree from Reading University  

 

My interests

Away from the office I am a keen sportsman, having played both football and cricket over many years for local teams. With a young family I am now more of a spectator, but I like to think I haven’t ‘hung up my boots’ just yet!

My areas of expertise

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We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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I take great pride in providing a high level of service to clients, and looking after their investments on their behalf, so they can focus on what is most important to them

James Wallace