James Kirby Apfs

James Kirby APFS has a diverse work experience in the financial industry. James is currently working as a Financial Planning Director at Schroders Personal Wealth since January 2022. Prior to this, they held the position of Personal Wealth Adviser - Private Clients at the same company, starting in June 2019.

Before joining Schroders, James worked at Lloyds Bank Private Banking as a Private Banking & Advice Manager from July 2014 to May 2019. James also has experience at Lloyds Bank, where they held various roles such as Wealth Management Adviser (from July 2007 to June 2014), Senior Financial Planning Manager (from July 2005 to June 2007), and Savings & Investment Adviser (from July 1998 to June 2005).

Throughout their career, James has focused on managing high net worth clients, providing holistic financial planning advice, and developing strong relationships with internal and external stakeholders.

James Kirby APFS attended Malvern Hall Secondary School in Solihull from 1982 to 1987. James obtained a Chartered Financial Planner certification from the Chartered Insurance Institute in 2012.