James Anderson

Advising clients since: 2009

Qualifications: Bsc Hons, DipFA

Areas of Expertise: Tax Efficiency & Investment Planning

Partner at Westminster Wealth Management, James specialises in Investment and Retirement Planning across High Net-Worth Clients and SMEs. He also heads Westminster Wealth Management’s Digital Advice Platform - Wise.

James works with City based professionals and International Clients understanding their circumstances and aspirations to provide comprehensive, tailored advice. He specializes in investment planning, retirement planning, tax efficiency and the investment needs of overseas clients', including UK investment Visa applications and maintenance.

Before attending university James was commissioned into 16th Signal Regiment as troop leader where he was based in Germany for several years.

He studied Economics and History at Oxford Brookes before starting his career in financial services. James is a keen sportsman and avid polo player. Other interests include skiing and sailing.

 
Reviews and Ratings for Financial adviser James Anderson, Peterborough
 

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