James Heathcote

Spear's Review

‘I act for a range of HNW and UHNW UK and international clients,’ says James Heathcote. The adviser started the specialised private client department he heads at Lancaster Knox in 2019, ‘with big ambitions to create a dynamic and differentiated offering’. Many of his clients come from bigger firms, seeking a more tailored and director-led approach.

‘We know our clients’ affairs inside out, spending the necessary time to understand their background, current situation and future aspirations,’ he says. ‘As an independent, privately owned company, we can make decisions very, very quickly – there aren’t multiple layers of administration to go through.’