James Morpeth
Following his degree at the University of Leeds, James worked in the Insurance sector before joining AAG Wealth Management. As an Associate Wealth Manager, James gained valuable experience within Team Beazley whilst studying for his Diploma in Regulated Financial Planning with the Chartered Insurance Institute, which he achieved in 2019. As a Wealth Manager, James provides bespoke financial planning solutions to his clients, with a particular focus on optimising UK tax structures to help clients save for their personal objectives in a tax efficient manner. James enjoys building strong client relationships based on trust and understanding to ensure that his clients can make informed financial decisions.
Outside of the office, James is passionate about sports; most notably, he is a qualified ski instructor who is never happier than on the mountain in Whistler Blackcomb. As Captain of the Old King’s Scholars 1st XI football team in the Arthurian League, James also organises the day to day running of the team.
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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.
