James is a Chartered member of the Chartered Institute of Securities and Investments, this allows him the designation “Chartered MCSI” for Wealth Management. He has also just passed is UK FCA level 4 Investment Diploma.
James is qualified in Europe to level 5 and in the UK to Level 4 as a wealth manager and Financial advisor.
In the USA James is an SEC registered investment advisor representative. James has passed the FINRA Series 65 Investment Advisor Law exam.
James has worked with Expatriates in Hong Kong, Dubai and Europe. He manages a book of over 40 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
- Series 65 – SEC regulated
- UK & US qualified allowing him to work with clients in both countries
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.
UK CISI FCA standard level 4 Invest Adviser diploma
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.
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