Previous Experience
Jim has been working as an IFA since 1979. He worked abroad for 10 years between 2009 and 2019 and is now back in the UK, where he continues to service clients all over the World.
His specialist areas are IHT and trust planning, and tax jurisdiction issues. He also has expertise in double taxation agreements and the Swiss pension system.
Qualifications/Accreditations
- Certificate in Life and Pensions (CII)
- Certificate in Financial Planning (CII)
- Diploma in Financial Planning (CII)
- EFA (European Financial Adviser) (CII)
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