James McEvoy
Chartered FCSI, Chartered Wealth Manager
James joined Ithaca Financial Planning in 2026, bringing over 20 years’ experience across financial services, including institutional asset management, private client portfolio management and financial advice. His background across both institutional and private client wealth management gives him a broad understanding of investment markets, which he combines with a holistic approach to financial planning.
As a Chartered Wealth Manager and Chartered Fellow of the CISI, James works with individuals, families and business owners across all aspects of financial planning, including retirement and investment planning, pensions, protection and estate planning. He believes good financial planning starts with understanding what is important to each client and building their financial arrangements around their long-term goals.
Outside of work, James enjoys spending time with his family, cooking Texas-style BBQ and the outdoors. He is also a keen follower of motorsport and American football.
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
