James McEvoy
Expertise & Qualifications
James holds the esteemed title of Chartered Wealth Manager and the prestigious designation of Chartered Fellow of the CISI (Chartered Institute of Securities and Investment).
He is a highly experienced professional with a career spanning over two decades in financial services, including 19 years dedicated to fund and wealth management. James is committed to providing holistic financial advice, carefully considering all aspects of his clients' financial well-being to help them achieve their long-term goals.
Professional Background
James joined Kingsford Wealth Management in 2024. His extensive experience includes:
• 7 years working for Rowan Dartington Stockbrokers (part of the SJP corporate structure).
• 6 years with Quilter Cheviot.
• Institutional Fund Management for Royal Liver Asset Managers.
This background provides him with a deep, hands-on understanding of the stockbroking and investment side of wealth management.
Personal Life & Interests
Outside of his professional life, James enjoys spending time with his partner, Alexa, his young daughter, Cleo, and his stepson, Tino. He particularly likes cooking BBQ for his family.
When he finds a moment for himself, he enjoys outdoor pursuits and is an avid fan of motorsport and American football.
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
