atomos wealth
James Cobb has extensive work experience in the financial industry, with a focus on compliance and regulatory roles. James is currently the Head of Compliance at Atomos Wealth since September 2022. Prior to this, they served as the Head of Compliance, Wealth at Sanlam from November 2016 to September 2022.
Before joining Sanlam, James worked at Attivo Group as the Advice Proposition and Technical Director, where they were responsible for strategy, technical, and regulatory development. James also served as the Head of Paraplanning during their tenure from March 2015 to November 2016.
James's earlier roles include Technical Manager at Hargreaves Lansdown from February 2007 to March 2015, Tax and Trusts Adviser at St. James's Place Wealth Management from June 2005 to January 2007, Calculations Analyst at Clerical Medical from June 2004 to June 2005, and Actuarial Assistant at Equitable Life Assurance Soc from September 1999 to May 2004.
James Cobb graduated from the University of Wales, Cardiff in 1999 with a degree in Banking and Finance with German. James also holds additional certifications as a Chartered Financial Planner and FPFS.
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atomos wealth
We’re atomos and we’re here to make your dreams and financial ambitions a reality. In this fast-changing world you want greater flexibility around how your money is managed. You want a personalised face-to-face service for life’s big moments and all the convenience and access you get from modern digital tools. The best of both worlds. Bringing together every part of your financial world is what we do, and we can provide: • Investment management services & financial planning advice • A boutique approach with a local network & nation-wide resources with the benefits of scale • Decades of experience & fresh thinking and agility • A simple offering at the start of our relationship with you & and a more complex, bespoke service as your needs evolve and wealth grows We manage over £7 billion* of savings and investments for over 14,000 people; helping them achieve their goals and enriching their lives well beyond wealth. *Funds under management as at May 2022. atomos and atomos wealth are trading names of both Atomos Investments Limited, (No: 2041819) and Atomos Financial Planning Limited, (No: 3879955). Atomos Investments Limited and Atomos Financial Planning Limited are both authorised and regulated by the Financial Conduct Authority and registered in England and Wales. Registered offices: 2nd floor, 5 Hatfields (Alto), London SE1 9PG.