A Chartered Financial Planner with advanced wealth management and investment qualifications, he has built a strong reputation for trusted advice, long-term client relationships and developing high-performing teams. His blend of technical expertise, leadership experience and client-focused approach makes him well placed to lead Edgewater through its next phase of growth.
His appointment marks an exciting new chapter for Edgewater as the business continues to strengthen its position as one of the Isle of Man's leading providers of financial planning, wealth management and insurance services.
Douglas Grant, Group CEO of Manx Financial Group PLC, said:
"We're absolutely delighted to welcome James to Edgewater. What impressed us most was not only his experience and leadership, but also his approach to people. He is genuine, approachable and shares the values that are so important to us as a business. We have an excellent team in place and a really exciting future ahead, and I'm looking forward to working closely with James as we continue to grow and develop the business together."
Commenting on his appointment, James said:
"I'm thrilled to be joining Edgewater and taking on the role of Managing Director. From my very first conversations with the team, it was clear that this is a business built on trust, strong relationships and a real commitment to clients. Everyone has made me feel incredibly welcome and I'm excited to get to know our clients, colleagues and professional partners over the coming months. Edgewater has a fantastic reputation, and I look forward to building on that success as we enter the next chapter of the firm's journey."
Everyone at MFG, Edgewater and the wider group would like to extend a warm welcome to James and wishes him every success in his new role.
