James Steel BA (Hons)
Case Study, by Brooks Wealth
James joined Brooks Wealth Management as a Trainee Financial Executive, bringing with him a First-Class Honours degree in Finance Trading and Investment Management. He is passionate about developing his expertise in financial planning and wealth management, with a keen focus on building trusted, long-term relationships with clients.
Outside of work, James has a strong interest in global economic developments and enjoys collecting rare coins and trading precious metals. He is also a keen golfer, though by his own admission still very much a work in progress.


