{"id":20575,"date":"2021-11-04T16:10:12","date_gmt":"2021-11-04T16:10:12","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-people\/james-yeoell\/"},"modified":"2026-05-13T14:48:30","modified_gmt":"2026-05-13T14:48:30","slug":"james-yeoell","status":"publish","type":"rbcwm_people","link":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/people\/james-yeoell","title":{"rendered":"James Yeoell"},"content":{"rendered":"\t\t<div class=\"rbc-hero-wm rbc-overlap-zindex-1  rbc-hero-overlap rbc-hero-has-image-bleed\">\n\t\t\t<div class=\"container\">\n\t\t\t\t<div class=\"row no-gutters\">\n\t\t\t\t\t<div class=\"col-lg-7\">\n\t\t\t\t\t\t<div class=\"rbc-card rbc-hero-card rbc-hero\">\n\t\t\t\t\t\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-card-body\">\n\t\t\t\t\t\t\t\t\t<div class=\"rbc-hero-body-content\">\n\t\t\t\t\t\t\t\t\t\t<h1 class=\"rbc-hero-title\">James Yeoell<\/h1>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-offices-and-people?type=people\" class=\"rbc-hero-breadcrumb link-chev-left\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-icon mr-half\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-left\"><\/i>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\tOur people\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<hr class=\"rbc-hero-hr hr-mini bdr-accent\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p class=\"rbc-hero-subtitle\">Director, Wealth Manager<\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-hero-extra\">\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"mt-2\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"#marketoform\" class=\"mr-1\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-icon fa-lg\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<i aria-label=\"James Yeoell email\" role=\"img\" class=\"rbc-icon-img fal fa-envelope\"><\/i>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"rbc-hero-img-wrap col-lg-5\">\n\t\t\t\t\t\t\t<div class=\"rbc-hero-img bleed-img-right rbc-hero-img-desktop-bottom-center rbc-hero-img-mobile-bottom-center\" style=\"background-image: url(https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2023\/07\/james-yeoell.jpg?w=720);\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey rbc-block-flush has-block-grey-background-color has-background has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row justify-content-center\"><div class=\"col-lg-12\">\n<div class=\"row justify-content-between no-gutters blockId-20203546-43bc-4062-888a-e4f33566d998\">\n<div class=\"wp-block-rbcwm-column col-lg-5 order-lg-1\">\n<div class=\"wp-block-rbcwm-card rbc-card zi-10 overlap-top-desktop rbc-card-flush-x-mobile\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity-up&quot;,&quot;remove&quot;:&quot;ani-opacity-up-from&quot;}\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"rbc-card-icon c-white d-none d-lg-flex b-secondary\"><span aria-hidden=\"true\" class=\"georgia rbc-card-icon-quote\">\u201c<\/span><\/div><div>\n<figure class=\"wp-block-rbcwm-blockquote mb-0\"><blockquote class=\"h5 header-alt\">\u201cI moved from the world of IT because I wanted to talk to people! I love understanding our clients stories and ambitions and then helping them reach those goals.\u201d<\/blockquote><\/figure>\n<\/div><\/div><\/div><\/div>\n\n\n\t\t<div class=\"rbc-block-spacer-t-sm wrap\">\n\t\t\t<dl>\n\t\t\t\t\t\t\t\t\t<dt>Locations<\/dt>\n\t\t\t\t\t<dd>\n\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-offices\/oxford\">Oxford<\/a>\t\t\t\t\t<\/dd>\n\t\t\t\t\t\t\t\t<\/dl>\n\t\t<\/div>\n\t\t<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-6\"><div class=\"wrap\">\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>James joined the RBC Brewin Dolphin Oxford office in 2019 and is a Chartered Financial Planner. He offers advice to a range of private clients and families. This includes pensions, <a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/private-clients\/our-services\/inheritance-tax-and-estate-planning\" data-type=\"page\" data-id=\"20267\">inheritance<\/a> tax and estates planning for those nearing or in retirement and investments and financial protection for younger clients growing their wealth.<\/p>\n\n\n\n<p>James also helps corporate directors on issues such as company pension schemes and shareholder protection. He is proud of the personal advice he and the Oxford team provide its clients taking a holistic and long-term approach to their wealth and financial planning. <\/p>\n\n\n\n<p>His financial services career began in 2010 as a Customer Advisor for the Royal Bank of Scotland before joining Equilibrium Wealth Management in 2011 as a Paraplanner. He moved to Butler Toll in 2016 progressing to the position of Chartered Financial Planner before joining RBC Brewin Dolphin. He has a Diploma in Regulated Financial Planning and is a Fellow of the CII.<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<header class=\"wp-block-rbcwm-block-header row rbc-block-header\"><div class=\"col-lg-12\">\n<div class=\"row\">\n\n<h2 class=\"wp-block-heading has-text-align-center rbc-block-header-title col-lg-12\" id=\"h-contact-james-yeoell\">Contact James Yeoell<\/h2>\n\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-block-header-description rbc-block-header-description\">\n<p><\/p>\n<\/div>\n<\/div><\/header>\n\n\n\n<div class=\"row justify-content-center wrap blockId-e2ad2457-cc19-41d0-84bf-f50d57b4fb1b\">\n<div class=\"wp-block-rbcwm-column col-lg-8\">\n\t\t\t<div id=\"marketoform\" class=\"anchor\" style=\"top: -100px;\" tabindex=\"-1\"><\/div>\n\n\t\t\t\t\t\t\t\t<form id=\"mktoForm_5882\"><\/form>\n\t\t\t\t\t<\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>James joined the Brewin Dolphin Oxford office in 2019 and is a Chartered Financial Planner.<\/p>\n","protected":false},"author":97,"featured_media":4398,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_people_type":[],"rbcwm_channel":[99],"class_list":["post-20575","rbcwm_people","type-rbcwm_people","status-publish","has-post-thumbnail","hentry","rbcwm_channel-private-clients"],"acf":{"rbwm_person_title":"Director, Wealth 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