Advising clients since: 1998
Qualifications: Chartered Wealth Manager
Areas of expertise: Tax efficient investments strategies / International Clients
James is a member of the Chartered Institute for Securities & Investments. He works primarily with city-based professionals and international clients to create sophisticated financial planning strategies, using both traditional and alternative investment vehicles. He looks to balance this by simplifying the complexity and often time-consuming nature of any financial strategy, for clients who are typically time sensitive.
James sits on our Tax Efficient Investment Committee, whose responsibilities include our SEIS, EIS and VCT propositions. He is also our resident Equity Release expert, an important and rapidly growing area of financial planning for more mature clients.
He is an avid skier (and part-time snowboarder) during the winter months, whilst seeking out ideally warmer climates for his other passion surfing.