James Scarr

Investments, Senior Investment Adviser

James Scarr, who joined Baker Tilly Staples Rodway to establish Baker Tilly Staples Rodway Asset Management Limited has more than twenty years' experience in the investment industry. As an Investment Adviser and Director, his experience in all the different aspects of the New Zealand Investment industry has given him the broad range of skills required to develop the forward-thinking investment advisory service that Baker Tilly Staples Rodway Asset Management offers its clients today.

Prior to joining Baker Tilly Staples Rodway, James has advised a range of clients including practising lawyers, accountants, directors of multi-national companies and tradesmen. By helping them set up and then manage their investment portfolios he has been able to add significant value by improving returns and lowering risk. James prides himself in assisting clients with practical solutions which are tailored for their personal circumstances.

Specialist areas 

  • Direct bond and/or equity portfolios
  • Bespoke individually managed portfolios
  • Immigration compliant portfolios
  • Retirement strategies

Industry experience 

  • Investment advice
  • Private Banking
  • Financial consulting

Memberships & qualifications

  • BA (Hons)
  • Post Graduate diploma in Management Studies (DMS)
  • Diploma in Personal Financial Planning (DipPFP)
  • Authorised Financial Adviser
Primary disclosure statement

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Tags Investment