James Reekie

Chartered Financial Planner (BATH)

Expertise

James has a broad range of expertise and is particularly passionate about inter-generational wealth planning in order to ensure that a family’s money ends up in the right hands at the right time as per their wishes. He is a Dementia Friend and has significant experience working with clients who are going through some of life’s tougher challenges such as divorce, care assessments, bereavement or personal injury.

With over 10 years working in the industry James has accumulated a wealth of experience across key planning areas that affect individuals, businesses and families. James is an ardent believer in ensuring young families are protected against life’s shocks such as long term illness. He works with clients to build financial resilience and provides a holistic review service, based on cashflow, to ensure that clients financial plans can be met or exceeded.

Professional Qualifications

James studied Law at the University of Edinburgh and also holds a Masters degree in Business and Management from the University of Strathclyde. He holds the Diploma in Regulated Financial Planning and the Certificate in Discretionary Investment Management.

Personal

James lives in Fife and has a young family which keeps him very busy. In his spare time he is dedicated to music and plays a range of instruments including the bagpipes, banjo and guitar.