James Morris - Consultant

James has 25 years experience in Financial Services, initially advising private clients in London and the home counties before moving to Wiltshire in 1995. He has spent the last 10 years focusing on his corporate and high net worth clients, advising on both group schemes, private wealth management and wealth preservation. James prides himself on building strong, long term relationships, and consequently his clients have retained his service for many years, and regularly refer him to others.

Having acquired a high level of skill and knowledge, James has the qualifications and experience to offer
advice at both a corporate and individual level.

James has a passionate interest in maintaining and building on a relationship, forged by his father, with a
small community in Ghana, which has seen the development of a school and eco-tourism centre amongst other things. Along with his desire to get more involved in socially motivated investing, this common area of interest is partly what attracted James to join Truestone.

James is married to Sarah, a Primary School teacher, and has a son at University and daughter still at school. He relaxes by playing golf and tennis, and routinely gets beaten at both by his son. Contact James.

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