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James Gardiner

Chartered Wealth Manager at Westminster Wealth Management

James Gardiner is an experienced financial planner at Westminster Wealth Management, advising clients since 1998.1 He is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investments (CISI).1 He also holds an Investment Management Certificate from CFA Society UK and is a Later Life Accredited Adviser with SOLLA.1 James specializes in holistic financial planning, portfolio management, and later life planning, including equity release and long-term care.1 He offers personalized service to families, simplifying complex financial strategies and building long-term relationships with city-based individuals, business owners, and retirees.1

Highlights

Meet our advisers | LGT Crestone
Meet our advisers | LGT Crestone
Mar 24 · gov.uk
James Gardiner - GOV.UK
James Gardiner - Westminster Wealth Management
James Gardiner - Westminster Wealth Management
Jan 1 · nbfwm.ca
Our services: wealth management, portfolio management and more

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James Gardiner
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Location

London, England, United Kingdom