James Powell has 20 years experience of giving financial planning and investment advice. Prior to establishing RiverPeak Wealth, he was a Director at Banque Havilland where he was responsible for setting up and growing the bank’s London branch. Prior to this, he spent six years as a wealth structuring specialist and then a private banker at Citi Private Bank. Before joining Citi he was Financial Planning Manager for SG Hambros Bank, looking after clients in London, Jersey and Guernsey.
James has also worked as a financial planning manager at a UK top 20 accountancy firm and prior to that at a national Independent Financial Advisory business.
James has a degree in Economics and has held the Advanced Financial Planning Certificate for in excess of 10 years. He also holds the Mortgage Advice Qualification and the Investment Management Certificate.