James Urquhart
DipPFS
James brings more than 20 years financial services experience to his role as Managing Director of Lockington Financial Ltd.
About
James started his life in financial services at the Wesleyan, gaining valuable experience as his career progressed. In 2005 he set up an Independent Financial Advice firm which he successfully ran until he decided to join St. James's Place in 2014.
Throughout his career, James has built up a large client bank of both high net worth individuals and corporate clients. He works closely with numerous football clubs and sporting organisations.
As a Senior Partner Practice of St. James's Place his emphasis is on maintaining long term relationships with his clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
