James Lavender | Team | Alexander Peter Wealth Management USA

James Lavender

Senior Adviser

As a former Broker in The City of London James has experience in dealing with high net worth clients and understands the importance of bespoke advice.

Qualifications

CISI Associate

CISI - Financial Planning & Advice

CISI - Investment Advice

CISI - Paraplanning

CISI - Statement of Professional Standing

James understands the importance of bespoke advice which is tailored to match individual needs

As a former Broker in The City of London James has experience in dealing with high net worth clients and understands the importance of bespoke advice which is tailored to match individual needs. James wanted to pursue a more holistic client-orientated approach with his career at a firm where building long-term relationships is key, and this is what attracted him to Alexander Peter Wealth Management.

James is Diploma Qualified and Graduated in Securities, Investments and Financial Planning at the Chartered Institute for Securities and Investments. In the near future James aims to further his studies by working towards a Chartered Financial Planning status and by becoming a Fellow within the institute.

Outside of work James lives between Norfolk and Spain and enjoys countryside living and local events with his partner. Two of his biggest passions are his family and sports, where he is particularly enthused about rugby and motorsports. James is also committed to various local charitable projects and regularly raises money for these worthwhile causes.