James B. is a seasoned financial professional currently serving as a Partner at NOVA, a tech-driven wealth management business. Prior to NOVA, James held senior roles including Director of Financial Planning at Brewin Dolphin, Adviser at Epoch Wealth Management, and Relationship Manager at Seven Investment Management LLP. James’s experience encompasses managing portfolios, providing bespoke financial advice to high net worth individuals, and delivering investment management services across various client sectors. James holds multiple qualifications from The Chartered Institute for Securities & Investment (The CISI) and earned an MSc in International Banking and Finance from the University of Southampton, reflecting a strong academic foundation in finance and wealth management.
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