Advising clients since: 2009
Qualifications: Bsc Hons, DipFA
Areas of Expertise: Tax Efficiency & Investment Planning
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.
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