Personal Wealth Adviser
Current
Jun 2023 - Present
AeroLeads people directory · profile
David James Email & Phone Number
Wealth Manager - Schroders Personal Wealth
at
Schroders Personal Wealth
LinkedIn matched
✓ Verified July 2026
2 data sources
Profile completeness 71%
Current company
Role
Wealth Manager - Schroders Personal Wealth
Location
London, England, United Kingdom
Company size
Who is David James? Overview
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Quick answer
David James is listed as Wealth Manager - Schroders Personal Wealth at Schroders Personal Wealth, a with 624 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for David James.
David James previously worked as Personal Wealth Adviser at Schroders Personal Wealth and Wealth Manager at Fidelity International.
Company email context
Email format at Schroders Personal Wealth
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Schroders Personal Wealth
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Profile bio
About David James
Hello and thank you for checking my profile. I'm an experienced holistic Financial Planner with experience in accumulating wealth for individuals, retirement and legacy planning. Originally from a mortgage background, I also am well versed on residential lending and associated insurances. My approach is conversational and friendly and my aim is to create a meaningful experience for the people I work with.
Current workplace
David James's current company
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Schroders Personal Wealth
6 roles
David James work experience
A career timeline built from the work history available for this profile.
Wealth Manager
Sep 2022 - Jun 2023
Personal Wealth Adviser
Apr 2020 - Sep 2022
Financial Advisor
Jan 2018 - Apr 2020
Financial Planner
Jan 2017 - Dec 2017
Mortgage Consultant
May 2008 - Jan 2017
Team & coworkers
Colleagues at Schroders Personal Wealth
Other employees you can reach at spw.com. View company contacts for 624 employees →
PB
Patrick Bell
Colleague at Schroders Personal WealthSouth Brent, England, United Kingdom
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RD
Rebecca Drake
Colleague at Schroders Personal WealthExeter, England, United Kingdom
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GM
Gary Mckernan
Colleague at Schroders Personal WealthGlasgow, Scotland, United Kingdom
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MR
Matthew Richards - Regional Manager Dipfa Cemap
Colleague at Schroders Personal WealthSalisbury, England, United Kingdom
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CB
Chris Batten
Colleague at Schroders Personal WealthExeter, England, United Kingdom
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GM
Grant Mckean
Colleague at Schroders Personal WealthEdinburgh, Scotland, United Kingdom
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AM
Alexander Marshall
Colleague at Schroders Personal WealthLeeds, England, United Kingdom
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CF
Chris Fereday Dipfa Cemap Petr
Colleague at Schroders Personal WealthChichester, England, United Kingdom
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LO
Lucy O’Brien
Colleague at Schroders Personal WealthUnited Kingdom
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JL
Joanne Laffey Dippfs Cemap
Colleague at Schroders Personal WealthRingwood, England, United Kingdom
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Patrick Bell
Colleague at Schroders Personal WealthSouth Brent, England, United Kingdom
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RD
Rebecca Drake
Colleague at Schroders Personal WealthExeter, England, United Kingdom
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GM
Gary Mckernan
Colleague at Schroders Personal WealthGlasgow, Scotland, United Kingdom
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MR
Matthew Richards - Regional Manager Dipfa Cemap
Colleague at Schroders Personal WealthSalisbury, England, United Kingdom
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CB
Chris Batten
Colleague at Schroders Personal WealthExeter, England, United Kingdom
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GM
Grant Mckean
Colleague at Schroders Personal WealthEdinburgh, Scotland, United Kingdom
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AM
Alexander Marshall
Colleague at Schroders Personal WealthLeeds, England, United Kingdom
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CF
Chris Fereday Dipfa Cemap Petr
Colleague at Schroders Personal WealthChichester, England, United Kingdom
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LO
Lucy O’Brien
Colleague at Schroders Personal WealthUnited Kingdom
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JL
Joanne Laffey Dippfs Cemap
Colleague at Schroders Personal WealthRingwood, England, United Kingdom
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FAQ
Frequently asked questions about David James
Quick answers generated from the profile data available on this page.
What company does David James work for?
David James works for Schroders Personal Wealth.
What is David James's role at Schroders Personal Wealth?
David James is listed as Wealth Manager - Schroders Personal Wealth at Schroders Personal Wealth.
Where is David James based?
David James is based in London, England, United Kingdom while working with Schroders Personal Wealth.
What companies has David James worked for?
David James has worked for Schroders Personal Wealth, Fidelity International, St. James’S Place, Santander Uk, and Nationwide Building Society.
Who are David James's colleagues at Schroders Personal Wealth?
David James's colleagues at Schroders Personal Wealth include Patrick Bell, Rebecca Drake, Gary Mckernan, Matthew Richards - Regional Manager Dipfa Cemap, and Chris Batten.
How can I contact David James?
You can use AeroLeads to view verified contact signals for David James at Schroders Personal Wealth, including work email, phone, and LinkedIn data when available.
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