James Wallace
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James Wallace Email & Phone Number

Chartered Financial Planner (IFA) at Fairstone Group Ltd
Location: United Kingdom 8 work roles 3 schools
1 work email found @bakermckenzie.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@bakermckenzie.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Chartered Financial Planner (IFA)
Location
United Kingdom
Company size

Who is James Wallace? Overview

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Quick answer

James Wallace is listed as Chartered Financial Planner (IFA) at Fairstone Group Ltd, a with 207 employees, based in United Kingdom. AeroLeads shows a work email signal at bakermckenzie.com and a matched LinkedIn profile for James Wallace.

James Wallace previously worked as Chartered Financial Planner at David James Wealth and Financial Adviser at David James Wealth. James Wallace holds Bachelor Of Laws - Llb, Law from The University Of Edinburgh.

Company email context

Email format at Fairstone Group Ltd

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{first}.{last}@bakermckenzie.com
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AeroLeads found 1 current-domain work email signal for James Wallace. Compare company email patterns before reaching out.

Profile bio

About James Wallace

I’m a Chartered Financial Planner / Independent Financial Adviser.My purpose is to help people make the most of their time and hard earned money by creating a financial plan and putting in place strategic planning solutions tailored to their individual circumstances. I aim to give clients peace of mind while they focus on living their life. For almost a decade I was a solicitor at two global firms, Allen & Overy and Baker & McKenzie, (dual qualified in New York, USA and England & Wales). This provides me with a unique ability to understand the demands, pressures and life of my clients. As a solicitor I specialised in pensions law giving me exceptional knowledge in that area. My background helps me to provide expert advice tailored to each client’s specific circumstances. Most people seek my help because they often don’t know: (i) how much is enough; (ii) the best and most efficient way to structure what they have; or (iii) how to plan for their future. Being a financial adviser is more than about money it is about understanding individuals and their purpose. I help my clients build a financial plan allowing them to recognise what they want in life and how to achieve it financially. I aim to build up long lasting working relationships with my clients. - Admitted as an Attorney in New York (2012)- Admitted as a solicitor in England & Wales (2014)- Financial Adviser (registered with the FCA) (2020)- Chartered Financial Planner (2021)

Listed skills include Legal Advice, Business Planning, Legal Research, Legal Writing, and 9 others.

Current workplace

James Wallace's current company

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Fairstone Group Ltd
Fairstone Group Ltd
Chartered Financial Planner (IFA)
tyne and wear, gateshead, united kingdom
Website
Employees
207
AeroLeads page
8 roles · 18 years

James Wallace work experience

A career timeline built from the work history available for this profile.

Chartered Financial Planner (Ifa)

Current

London, England, United Kingdom

Fairstone is a full-service wealth management house delivering integration-led growth to emerge as the whole of market sector leader. We incorporate one of the UK’s largest Chartered financial planning firms and our team of wealth advisers have expertise across the full spectrum of independent financial advice, investment management and estate planning services.As a business we are deeply committed to quality and as a result our core managed portfolio solutions have been Defaqto… Show more Fairstone is a full-service wealth management house delivering integration-led growth to emerge as the whole of market sector leader. We incorporate one of the UK’s largest Chartered financial planning firms and our team of wealth advisers have expertise across the full spectrum of independent financial advice, investment management and estate planning services.As a business we are deeply committed to quality and as a result our core managed portfolio solutions have been Defaqto 5-star rated since inception.We offer our clients whole of market advice with unrestricted choice while delivering intelligent wealth solutions that come with no lower wealth limits or exit penalties. Typically, we deliver our services at a 60% lower cost than the ‘market leader’ through our transparent and flexible fee structure.Fundamentally, our clients are at the centre of everything we do and thanks to them we remain the number one rated wealth management house on Trustpilot.To support our on-going acquisitive growth, we operate two unique acquisition models, the Downstream Buy Out (DBO) and the Individual Buy Out (IBO). Both propositions support the growth of forward-thinking IFA and wealth management practices. We shield business owners against a host of negative sector pressures, allowing them to optimise the sale value of their business whilst providing long-term stability and for them, their staff and their clients.To find out more about our client offering visit fairstone.co.uk To find out more about our acquisition models visit fairstonegroup.co.uk Show less

Feb 2022 - Present

Financial Adviser

London, England, United Kingdom

Mar 2020 - Dec 2021

Associate

London, United Kingdom

Apr 2016 - Mar 2020

London

Baker & Mckenzie

As a trainee at Baker & McKenzie I was in the following departments: Corporate: March 2012 - September 2012Pensions: September 2012 - March 2013Employment: March 2013 - September 2013Hong Kong Secondment: September 2013 - December 2013Tax: December 2013 - March 2014

Mar 2012 - Mar 2014

Vice President Services

Edinburgh University Student Union

Strategic Consulting, including business plan & sales strategy development.

Jun 2009 - Jun 2010

Nussl Business And Enterprise

National Union Of Students

This is one of the UK's largest purchasing consortiums and marketing specialists. It is the business arm of the National Union of Students and provides for 220 student unions within the UK.

2009 - 2010 ~1 yr
Team & coworkers

Colleagues at Fairstone Group Ltd

Other employees you can reach at fairstone.co.uk. View company contacts for 207 employees →

3 education records

James Wallace education

Education record

College Of Law
FAQ

Frequently asked questions about James Wallace

Quick answers generated from the profile data available on this page.

What company does James Wallace work for?

James Wallace works for Fairstone Group Ltd.

What is James Wallace's role at Fairstone Group Ltd?

James Wallace is listed as Chartered Financial Planner (IFA) at Fairstone Group Ltd.

What is James Wallace's email address?

AeroLeads has found 1 work email signal at @bakermckenzie.com for James Wallace at Fairstone Group Ltd.

Where is James Wallace based?

James Wallace is based in United Kingdom while working with Fairstone Group Ltd.

What companies has James Wallace worked for?

James Wallace has worked for Fairstone Group Ltd, David James Wealth, Allen & Overy, Baker & Mckenzie, and Edinburgh University Student Union.

Who are James Wallace's colleagues at Fairstone Group Ltd?

James Wallace's colleagues at Fairstone Group Ltd include Hani Moeenian, Stephen Arnold Fpfs, Cpae, Harry Scargill, Moira Ness, and Paul Elworthy.

How can I contact James Wallace?

You can use AeroLeads to view verified contact signals for James Wallace at Fairstone Group Ltd, including work email, phone, and LinkedIn data when available.

What schools did James Wallace attend?

James Wallace holds Bachelor Of Laws - Llb, Law from The University Of Edinburgh.

What skills is James Wallace known for?

James Wallace is listed with skills including Legal Advice, Business Planning, Legal Research, Legal Writing, Business Strategy, Corporate Governance, Employment Law, and Legal Assistance.

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