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Find your path to James
196 people in our graph share verified history with James — schools, employers, funds. One of them is your warm intro.
Simon AndrewsunlockedJames: together at Family Capital (2026)
James: together at Family Capital
×6James: together at Edward Jones
×4James: together at Fidelity International
About
James Wallace is a Partner at Family Capital and a Chartered Financial Planner, holding the FPFS and IMC qualifications. He has over 20 years of experience in financial services, advising clients including families, individuals, and business owners on building, protecting, and transferring wealth.
Experience
- Family CapitalPartnercurrent2026 — presentHorsham, England, United Kingdom
- Handelsbanken Wealth & Asset ManagementClient Director2022 — 2026
- HJP Chartered Financial Planners, Partner Practice of St. James’s Place Wealth ManagementChartered Financial Planner2017 — 2022
- HJP Independent Financial Advisers LtdChartered Financial Planner2016 — 2017
- HJP Independent Financial Advisers LtdIndependent Financial Adviser2011 — 2016
- TowryWealth Adviser2010 — 2011
- Edward JonesStockbroker & Financial Adviser2007 — 2009
- Fidelity InternationalDC Sales Support Executive2005 — 2007
- Fidelity InternationalBroker Relations Associate2004 — 2005
Skills & more
Retirement Planning23Investments24Cash Flow5Wealth13Finance9Income Protection7Strategic Financial Planning6Financial Services14Investment Advisory8Retirement7Pensions8Financial Planning9
+8 more
Inheritance Tax PlanningCash Flow ForecastingFinancial AdvisoryPersonal FinanceRetirement Income StrategiesAsset ManagementInvestment StrategiesPension Funds- Accredited Adviser — Society of Later Life Advisers
- Fellow of the Personal Finance Society — Chartered Insurance Institute
- Advanced Diploma in Financial Planning — Chartered Insurance Institute
- Certificate in Equity Release — Chartered Insurance Institute
- Award in Long Term Care Insurance — Chartered Insurance Institute
- Certificate in Mortgage Advice — Chartered Insurance Institute
- Member of the Personal Finance Society — Personal Finance Society
- Diploma in Financial Planning — Chartered Insurance Institute
- Investment Management Certificate — CFA UK
From James's professional profile.
Colleagues at Family Capital
Aaron Smith
Chief Technology Officer at Family Capital
Ashley Rider
Financial Planner at Family Capital
Barry Lambourne
Paraplanner at Family Capital
Brian Potter
Investment Committee at Family Capital
Claire Stones
Chartered Financial Planner at Family Capital
Duncan Jones
Financial Planner at Family Capital
Ewa Bancerz
Senior Developer at Family Capital
George Boyd-Jones
Chartered Financial Planner at Family Capital
Frequently asked questions
- Who is James Wallace?
- James Wallace is a Partner at Family Capital and a Chartered Financial Planner, holding the FPFS and IMC qualifications. He has over 20 years of experience in financial services, advising clients including families, individuals, and business owners on building, protecting, and transferring wealth.
- Where does James Wallace work?
- James Wallace is Chartered Financial Planner at Family Capital.
- Where did James Wallace go to school?
- James Wallace studied at Chartered Insurance Institute (Chartered Financial Planner); University of Reading (BSc, Psychology); Reigate Grammar School.
Same school
Also attended Chartered Insurance Institute19
Megan MontagueFinance Operations Manager at Eos Venture Partners LimitedNick DaviesOperating Partner at Agman PartnersMark KaletaHead of Compliance at OakglenMatt FinchDirector - Wealth Management at Bentley ReidMike WinstanleyDirector - Wealth Management at Bentley ReidA PimentaGeneral Manager at Oakcean Capital
+ 13 more
Also attended University of Reading109
Ziad Al-TunisiBoard of Directors (Chairman) at Nuwa CapitalTony CorbinGeneral Partner & Chief Financial Officer at White Star CapitalRobert Whitby-SmithInvestor at AlbionVCJulie DaviesFund Accountant at Future Planet CapitalJordan OngInvestment Associate at Future Planet CapitalPierce PolakSenior Associate at Fuel Ventures
+ 103 more
Also attended Reigate Grammar School9
Olly NormanInvestor Relations Associate at Love VenturesSimon GregoryPartner, Chief Compliance Officer at SoftBank Vision FundMonica WhitefieldChief People Officer at Newable Private InvestingRob ThompsonChief Financial Officer at Newable Private InvestingChris WensleyInvestment Director at SPWOneJennifer McKendrickAssociate at New Quadrant
+ 3 more
Shared employers
Also worked at Towry1
Also worked at Edward Jones20
Cooper LaRueAssociate at American Family VenturesKyle KernsCFO and Operations Lead at Cultivation CapitalMychalSenior Analyst at Radicle ImpactCatalina KaziLegal & Compliance Counsel at SR One Capital ManagementMolly HoffmeyerDirector of Corporate Partnerships at SixThirty VenturesAndrew WegrzynPrincipal at SixThirty Ventures
+ 14 more
Also worked at Fidelity International35
Nitin SethChief Executive Officer (Incedo) at Mission HoldingsBen HensmanPortfolio Manager at Square Peg CapitalKiara ChiamESG & Risk Associate, Southeast Asia at Jungle VenturesKatie HopkinIFA Distribution Manager at Fuel VenturesAndrew TaubmanDeputy Chief Operations Officer at Galaxy VenturesSimon NichollsPartner at GP Bullhound
+ 29 more