DIRECTOR

James is responsible for running the company, overseeing day-to-day operations and new business.

James joined Montgomery Associates in 2013, marking the company’s transition to a second-generation family business. His role spans all aspects of the company’s operations and he is a member of the Investment Committee.

James read Engineering at the University of Warwick and Business Studies at Warwick Business School. He began his financial services career at Coutts bank in their Private Office on the Strand in London, working for Ultra High Net Worth clients, and prior to this he worked at Jaguar Land Rover as a European analyst in Paris and at the company’s UK head quarters.​

Outside of work James enjoys spending much of his free time with his wife and three young children at their home in Dorset. His interests include classic cars, music, tennis, sailing and renovating old properties.

Office: 01249 782871
Email: admin@montgomeryassociates.co.uk​