James Gladstone

Head of Wealth Planning

Joined Schroders in 2012

Industry experience from2000

James Gladstone

James joined in 2012 and is Head of Wealth Planning. James is responsible for advising some of our largest clients on broad wealth planning issues including retirement and estate planning, investment structuring and wealth protection. He is also responsible for the Wealth Planning business within Cazenove Capital. Previously he was Head of Financial Planning at UBS and Financial Planning Director at Rathbones. James has over 18 years’ experience and is a Chartered Financial Planner.

James joined in 2012 and is Head of Wealth Planning. James is responsible for advising some of our largest clients on broad wealth planning issues including retirement and estate planning, investment structuring and wealth protection. He is also responsible for the Wealth Planning business within Cazenove Capital. Previously he was Head of Financial Planning at UBS and Financial Planning Director at Rathbones. James has over 18 years’ experience and is a Chartered Financial Planner.

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