James Stewart-Smith PHOTO
Name: James Stewart-Smith
Firm Name: Charles Stanley & Co. Limited
Country: England
Expertise: Financial Planning Services


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Professional Biography:

James Stewart-Smith is our exclusively recommended Financial Planning Services expert in England on the Advisory Excellence website. If you need assistance in this area, please contact James directly using the contact details above.

James manages a team in the Charles Stanley Guildford office, where he is an Investment / Client Relationship Manager. He manages a wide range of discretionary portfolios predominantly for private clients, trusts and pension schemes, many of which have been referred to him by professional advisers.

The Guildford office joined Charles Stanley in 2007, and James has seen his team’s business grow to over £200 million under his leadership, mainly through referrals from existing clients and intermediaries.

Until recently James was on the board of Charles Stanley and ran their Intermediary Sales Team.

James became a member of the Chartered Institute of Securities and Investments in 2003, and obtained personally Chartered status in 2011.

The Southern Region of the CISI was set up under James’ guidance, and he is currently President. Based in Guildford and open to CISI members in the surrounding areas, they plan to grow this group to represent investment management practitioners in the South of England.

James is also the Director of a County Club situated in Guildford High Street, which he is pleased to say is a profitable private members club for business men and women in the Guildford area. James’ responsibilities are organising the charity Golf Day, which raised £8,000 and other social aspects of the club.

James is passionate about the Intermediary market place as can see this as the future of attracting new funds under management for private client portfolio managers.

Outside of the office, James enjoys to shoot rifles, play golf, walk his dogs, and Morgan sport cars.

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