James McPartland

Questioner
DISC Type : c

Managing Partner at Porta Partners

London, England, United Kingdom

Overview

James McPartland is a Managing Partner and Chartered Financial Planner at Porta Partners, specializing in wealth management for professionals and families in the City of London. He brings a unique analytical perspective from his Chemistry degree at Loughborough University and recently led his firms move to enhance client value and transparency.

Having spent over a decade building his business while raising a young family, James has a firsthand understanding of the pressures his clients face. He is a strong believer in keeping fit, viewing his time at the gym as a non-negotiable commitment to staying sharp, balanced, and resilient.

He invests his own and his familys money in the exact same portfolios that he recommends to his clients.

Personality Overview

Value Seeker

Not Easily Convinced

Cautious & Analytical

It is quite likely of them to ask for pricing or other concessions.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Client-Centric Planning
Believes financial planning must start with a deep understanding of a client's life, family, and goals before ever discussing specific products or portfolios.
Business Independence
Recently led Porta Partners in a move away from a restricted network to enhance client value, transparency, and agility, calling it a "bold decision. "
Long-Term Investing
Advocates for a "stay the course" philosophy, advising clients with long-term horizons to avoid tinkering with their portfolios based on market news.

Media Appearances

James has no verified media appearances

Work History

10-2024
Managing Partner at Porta Partners
2-2014 - 10-2024
Managing Partner at Porta Partners
12-2011 - 1-2014
Senior Financial Adviser at CAERUS Capital Group
2-2011 - 12-2011
Financial Adviser at CAERUS Capital Group
7-2010 - 2-2011
Consultant at Openwork Ltd

Education

2010 - 2012
Diploma from IFS School of Finance
2007 - 2010
Chemistry from Loughborough University

More Information

Social Presence :

Prographics :

Exp : 15 Location : London, England, United Kingdom Job Level : N/A Designation : Managing Partner at Porta Partners
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from James

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will James move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can James take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And James

Personality Compatibility


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