Our People
James MacDonald
Trainee Wealth Management Specialist
- T: 0131 221 6966
James graduated from Heriot Watt University in 2021 with an MA in Business and Finance. Upon graduation James joined Balmoral and is currently studying towards his Diploma in Regulated Financial Planning. James is at the beginning of our adviser training programme and later aims to become a Wealth Management Specialist.
Registered in Scotland No. SC182721
Balmoral Asset Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Advice on Tax, Trusts and Wills is not regulated by the FCA. The value of investments can go down as well as up and you could get back less than you invested.