James is a Chartered member of the Chartered Institute of Securities and Investments, this allows him the designation “Chartered MCSI” for Wealth Management.
James has worked with Expatriates in Hong Kong, Dubai and Europe. He manages a book of over 15 million USD. James’s clients are expatriates who are seeking investment returns whilst building tax credits for their eventual repatriation.
James favored Investment Trust has returned its clients 756% over the last 10 years. That is an average of 94% per annum (compounded), which vastly outperforms most of the market place and provides tax credits in some countries.
A former British Army Officer and Special Police Constable, James has a wealth of experience and proven track record. Previously, James worked as a financial adviser with St James Place in Hong Kong. Finsbury Associates and Holborn assets in Dubai.
Areas of Expertise
- Investment Trusts
- Pension Transfers (QROPS and SIPP)
- Non – Discretionary portfolio management
- Bespoke financial planning services
James holds a DipHe in Science from the Nottingham Trent University, and is qualified to UK FCA Standard level 4 through the Chartered Institute of Securities and Investments, this allows him the designation ACSI.
James currently is a volunteer fosterer of Dogs with Humane Society and has rescued from animal shelters 6 dogs. He also took part in a three month expedition in Guyana with Raleigh International.
To contact James please complete the form below