About Us
Find out more about our experienced team members.
Grant Miles DipFA, CeMAP, CeLTCI
Director & Financial Planner
Grants financial services career started in 1987 and whilst the business demands have changed dramatically over that time, client needs and the service standard that Grant provides has not. Grant is highly qualified across all areas of financial planning and has a great deal of experience operating in the corporate markets as well as with high net worth clients.
Grant is proud to be running investment portfolios for families spreading across 3 generations and some clients have had a business relationship for over 30 years.
Outside work, Grant is a keen aviation enthusiast holding a private pilot licence and a qualified PADI rescue diver.
Susan Harris
PA & Office Manager
Sue has been involved with the financial services industry for the best part of 23 years starting out with Pearl Assurance where her last role was PA to the Regional Manager.
Sue joined James & Co Wealth Management in 2009 as Personal Assistant to Grant and is now responsible for support to all members of the team and ensures smooth running of the back office.