James Gladstone

James Gladstone has extensive experience in the financial planning and wealth management sector. James began their career at AXA in 2001 as an Account Manager and stayed with the company until 2005. In 2006, they joined Rathbone Brothers Plc as a Financial Planning Director, where they worked until 2010. James then moved to UBS Wealth Management as the Executive Director and Head of Financial Planning until 2012. Since then, James has been with Cazenove Capital, starting as the Wealth Planning Director and Team Head from 2012 to 2017, and currently serving as the Head of Wealth Planning.

James Gladstone attended Cardiff University / Prifysgol Caerdydd from 1995 to 1998, where they earned a Bsc (hons) degree in Economics & Management. James also obtained a Chartered Financial Planner certification from the Chartered Insurance Institute, although the specific dates of their enrollment and completion are not provided.