James Rooney

Independent Financial Adviser

James joined our Wealth Management team in 2018, bringing with him 20 years of experience working in financial services and investment management.

Having advised and guided clients through good markets and bad, James is acutely aware of the importance of wealth preservation as much as wealth creation. As a technical point of reference within the team, James is responsible for ensuring that advice provided to our clients is suited to their individual needs and requirements.

James enjoys helping clients meet their goals and aspirations, providing advice to both individuals and businesses, across the full financial planning spectrum, including pensions, investments, protection and tax & estate planning.

Outside of work, James is a running enthusiast and has taken part in many ultramarathons and Ironman events, which allows him to take part in his second favourite hobby – eating.

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