Doug, Tom and
over 30 years of
in the financial
James is a Wealth Manager at Raymond James, Spinningfields. He has worked for a number of boutique Independent Financial Adviser Firms in the south Manchester area before his time at Brown Shipley.
James has over 12 years’ experience assisting high net worth individuals in areas such as investments, pensions, protection and inheritance tax planning.
James also specialises in cash flow planning that provides a great tool for clients that have specific income and expenditure events on the horizon.
DD: 0161 532 6401
M: 07936 962 369
Doug is a Wealth Manager at Raymond James, Spinningfields. He started his investment career in 2007 at Brown Shipley after studying Mathematics with Finance at Leeds University. He worked as an Investment Director at Close Brothers from September 2014 before co-establishing Raymond James, Spinningfields in November 2020.
Doug is a holder of the right to use the Chartered Financial Analyst® designation and a Chartered Fellow of the Chartered Institute for Securities and Investment. In August 2020 Doug completed the CFA UK Certificate in ESG Investing to further his expertise in this important aspect of investment analysis.
DD: 0161 532 6403
M: 07936 962 361
Tom is a Wealth Manager at Raymond James, Spinningfields. He is an experienced investment professional who works with high net worth individuals and families in order to ensure they have the best wealth management service possible within the industry.
Prior to Raymond James, Spinningfields Tom worked at Brown Shipley Private Bank for 11 years. He is passionate about delivering bespoke investment solutions to clients and works closely with other professional advisors to ensure clients have the best possible team around them.
Tom is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).
DD: 0161 532 6402
M: 07936 962 359
Want to Join Our Team?
We’re continually looking to partner with wealth managers who have a passion for delivering exceptional client service. We’re looking for both experienced wealth managers and those just beginning their careers. If you’d like to have a chat, then please get in touch via email@example.com.