James Trigg

I specialise in supporting C-suite professionals, entrepreneurs, and families by providing tailored financial planning. With a deep understanding of investment planning, tax-efficient structuring, estate planning, and retirement solutions, I help clients preserve and grow their wealth while navigating the ever-changing financial landscape. I am committed to delivering strategic, forward-thinking solutions that align with my clients’ long-term financial goals.

I am a chartered member of the Chartered Institute of Securities and Investments, holding the Investment Advice Diploma and the Investment Management Certificate.

I’ve always wanted to help others, and numbers were my strong point. At university, I discovered an interest in financial markets, which ultimately led me to pursue a career in Wealth Management.

The most rewarding aspect of my role is building long-lasting relationships with a wide range of clients and their families. Helping them achieve their financial goals and supporting future generations is very fulfilling. I feel privileged to have the trust and confidence my clients place in me, and I am dedicated to continuously supporting them through every stage of their financial journey.

I recently became a father, which keeps me on my toes with my young daughter. Whenever possible, I try to find time for some running or cycling.