James McLellan | Chartered FCSI
I have worked in financial services for over twenty-five years. My key role is assisting families with their long-term financial strategies and helping them achieve their goals. I also enjoy working alongside other advisers, building financial solutions that benefit both their clients and business policies.
I have expertise in all aspects of financial markets, constructing investment portfolios for my clients with a global bias.
Away from the office, I am a keen golfer, competing regularly at Stockport Golf Club, and when time permits, I love to travel, especially when skiing is involved!
James McLellan | Chartered FCSI
Chartered Wealth Manager
Chief Executive Officer / Partner
I have worked in financial services for over twenty-five years. My key role is assisting families with their long-term financial strategies and helping them achieve their goals. I also enjoy working alongside other advisers, building financial solutions that benefit both their clients and business policies.
I have expertise in all aspects of financial markets, constructing investment portfolios for my clients with a global bias.
Away from the office, I am a keen golfer, competing regularly at Stockport Golf Club, and when time permits, I love to travel, especially when skiing is involved!