James Grey

Hi, I’m James. I’m an Investment Advisor living in Edinburgh, Uk. I enjoy Technical Chart reading, Strategy creation, and Price action. I’m also interested in Risk Management skills and Financial Growth. You can schedule an appointment with a click on the button above.

Certified Financial Technician (CFTe)/ Certified Financial Planner(CFP)/Chartered Alternative Investment Analyst(CAIA), with ability to consistently deliver on multiple commitments, have the advantage of solid foundations and a strong heritage. But I take a fresh, transparent and personal approach to financial planning. I aim to provide clients with clarity and transparency in everything I do. This includes using technology to explain how long-term financial planning can add value to people’s lives; to give people access to information about their financial well being. Through a rigorous and proprietary bottom-up investment process I aim to build a portfolio that combines excellent economic characteristics and great management.