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James Ballinger Email & Phone Number
Managing Director
at
TrinityBridge
1 work email found
@saundersonhouse.co.uk
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director
Location
Greater London, England, United Kingdom
Company size
Who is James Ballinger? Overview
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Quick answer
James Ballinger is listed as Managing Director at TrinityBridge, a with 526 employees, based in Greater London, England, United Kingdom. AeroLeads shows a work email signal at saundersonhouse.co.uk and a matched LinkedIn profile for James Ballinger.
James Ballinger previously worked as Managing Director at Close Brothers Asset Management and Practice Director - London at Close Brothers Asset Management. James Ballinger holds Masters In Chemistry, Inorganic Chemistry from University Of Oxford.
Company email context
Email format at TrinityBridge
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{first}.{last}@saundersonhouse.co.uk
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AeroLeads found 1 current-domain work email signal for James Ballinger. Compare company email patterns before reaching out.
Profile bio
About James Ballinger
Experienced Director with a demonstrated history of working in the financial services industry. Manages a team of Chartered Financial planners to deliver a world class service. Strong business growth and commercial professional with a Masters in Chemistry from University of Oxford.
Listed skills include Pensions, Investments, Estate Planning, Retirement Planning, and 17 others.
Current workplace
James Ballinger's current company
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Trinitybridge
6 roles
James Ballinger work experience
A career timeline built from the work history available for this profile.
Managing Director
Responsible for the running and growth of the South East advice practice of Close Brothers Asset Management (CBAM). As well as managing multiple practices, I work to further develop CBAM’s fully integrated wealth management approach, enhancing the relationships between advisers and investment managers in order to provide high net worth clients with an excellent bespoke service offering. Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth… Show more Responsible for the running and growth of the South East advice practice of Close Brothers Asset Management (CBAM). As well as managing multiple practices, I work to further develop CBAM’s fully integrated wealth management approach, enhancing the relationships between advisers and investment managers in order to provide high net worth clients with an excellent bespoke service offering. Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services, and securities trading. We employ over 3,200 people, principally in the UK. Close Brothers Group plc is listed on the London Stock Exchange and is a member of the FTSE 250. Show less
Practice Director - London
Responsible for the running and growth of the London advice practice of Close Brothers Asset Management (CBAM). As well as managing the London team, I work to further develop CBAM’s fully integrated wealth management approach, enhancing the relationships between advisers and investment managers in order to provide high net worth clients with an excellent bespoke service offering.
Head Of Advisory
Responsible for the UK Investment Consultant team and member of the Global Investment Committee. Joined to help build a digital advice proposition and help run the existing UK operation.Founded in 2011 by Paolo Galvani and Giovanni Daprà, Moneyfarm is a digital wealth management firm.Guided by the co-founder's shared belief that individuals should be able to invest their money simply and effectively, Moneyfarm was created to give individuals access to investment advice and… Show more Responsible for the UK Investment Consultant team and member of the Global Investment Committee. Joined to help build a digital advice proposition and help run the existing UK operation.Founded in 2011 by Paolo Galvani and Giovanni Daprà, Moneyfarm is a digital wealth management firm.Guided by the co-founder's shared belief that individuals should be able to invest their money simply and effectively, Moneyfarm was created to give individuals access to investment advice and high-quality products at a low cost.Moneyfarm operates in the UK, Italy and Germany, offering simplified advice and discretionary investments in Pensions, ISAs and General Investments. Show less
Feb 2020 - Sep 2020
Associate Director
I manage a team of Chartered Financial Planners and paraplanners to provide a world class advisory service to clients. I own oversight of regulatory compliance, financial metrics, team growth and budgeting for the team.I am also heavily involved in company initiatives, taking a leading role in the integration of new technologies, financial oversights and forecasting. I also work on service proposition and financial analysis.I continue to work with clients as an adviser.
Oct 2016 - Feb 2020
Chartered Financial Planner
I am a Chartered Financial Planner and Fellow of the Personal Finance Society, working with High Net Worth private clients in all areas of their finances. Building long term relationships, I provide advice on pension strategy, retirement planning, inheritance tax and estate planning, life protection, long term cash flow construction and many other areas.The focus is on quality of advice, and with no internal products to sell, and an hourly rate charging structure, the advice I provide… Show more I am a Chartered Financial Planner and Fellow of the Personal Finance Society, working with High Net Worth private clients in all areas of their finances. Building long term relationships, I provide advice on pension strategy, retirement planning, inheritance tax and estate planning, life protection, long term cash flow construction and many other areas.The focus is on quality of advice, and with no internal products to sell, and an hourly rate charging structure, the advice I provide is fully independent. Show less
Sep 2007 - Feb 2020
2 education records
James Ballinger education
Masters In Chemistry, Inorganic Chemistry
A Levels, Maths, Further Maths, Chemistry And Physics, A, A, A, A
Bancrofts School
FAQ
Frequently asked questions about James Ballinger
Quick answers generated from the profile data available on this page.
What company does James Ballinger work for?
James Ballinger works for TrinityBridge.
What is James Ballinger's role at TrinityBridge?
James Ballinger is listed as Managing Director at TrinityBridge.
What is James Ballinger's email address?
AeroLeads has found 1 work email signal at @saundersonhouse.co.uk for James Ballinger at TrinityBridge.
Where is James Ballinger based?
James Ballinger is based in Greater London, England, United Kingdom while working with TrinityBridge.
What companies has James Ballinger worked for?
James Ballinger has worked for Trinitybridge, Close Brothers Asset Management, Moneyfarm, and Saunderson House.
How can I contact James Ballinger?
You can use AeroLeads to view verified contact signals for James Ballinger at TrinityBridge, including work email, phone, and LinkedIn data when available.
What schools did James Ballinger attend?
James Ballinger holds Masters In Chemistry, Inorganic Chemistry from University Of Oxford.
What skills is James Ballinger known for?
James Ballinger is listed with skills including Pensions, Investments, Estate Planning, Retirement Planning, Wealth Management, Portfolio Management, Asset Management, and Financial Services.
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