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James joined MJ Hudson’s Investment Consulting team in October 2021 in order to bolster their Wealth Management service function, with a specialisation in Tax Advantaged Investments.
James leads the TAI team and is primarily responsible for supporting advisory clients with their TAI research and panel selection.
James has previously founded the industry’s first TAI reporting solution, and has also run a TAI platform. Prior to that, he has worked as a product specialist at three TAI Managers and gave advice on TAI at both a private bank and an independent financial advisory firm.
- CFA – Level I
- Investment Advice Diploma
- Personal Tax Diploma
James works for the Scottish Rugby Union as the Glasgow Warriors’ Ball-Team Coordinator and has been an avid Warriors fan for two decades. He is also a qualified chef and thoroughly enjoys both cooking and eating.