James Carr

Portfolio Manager at Equilibrium

James Carr is a portfolio manager at Equilibrium. James was previously a trainee investment manager at Investec Wealth & Investment UK from July 2015 to April 2018. Prior to that, they were a trainee costs draftsman at Slater and Gordon Lawyers (UK) from May 2013 to July 2015.

James Carr has a diploma in investment advice from The Chartered Institute for Securities & Investment (The CISI) and a certificate in investment operations from the same institute. James also has a Bachelor of Laws (LLB) from the University of Chester.


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Equilibrium

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Equilibrium is an award-winning wealth management company offering personalised financial planning services such as investment management, IHT planning and retirement planning.


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51-200

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