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James Stewart-Lockhart

Financial Planner

Edinburgh Office,
E: james.stewart-lockhart@jcwealth.co.uk
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James is a Financial Planner based in our Edinburgh office. He joined our Wealth team in 2021 having previously worked as a Chartered Surveyor. 

James works with business owners, private investors, families, and corporate clients, helping them plan for the future. He understands that wealth can at times be complicated and confusing, but by providing advice in an open, honest, and friendly manner, James helps his clients build efficient financial strategies with confidence, allowing them to meet their objectives.

Specialisms

• Savings and investments
• Inter-generational planning
• Pre and post retirement planning
• Property investments