Shelley James

Shelley James is an Investment Manager at Charles Stanley & Co. Limited since June 2014, specializing in Investment Management for Private Clients, Trusts, SIPPs, and Charities, collaborating with local professionals to provide Discretionary and Advisory portfolio management. Prior experience includes serving as a Private Banker at Barclays Wealth from June 2004 to March 2014, managing a client base of over 100 individuals in the South West, and working as a Senior Settlements Administrator at Personal Pension Management Ltd from November 2002 to June 2004. Additionally, Shelley began a career in finance as a Trainee Stockbroker at Cave & Sons from June 1999 to November 2002. Shelley holds a BA Hons in Financial Services from the University of Portsmouth, completed in 2001, and attended Shaftesbury School from 1992 to 1997.