International Financial Adviser
James has worked with Expatriates in Hong Kong, Dubai and Europe. He manages a book of over 15 million USD. James clients are expatriates who are seeking maximum returns whilst building tax credits for their eventual repatriation.
James favored Investment Trust has returned its clients 722% over the last 10 years. An average of 72% per annum vastly outperforms the rest of the market place and provides tax credits in some countries.
Previously, James worked as a financial adviser with St James Place in Hong Kong. Finsbury Associates and Holborn assets in Dubai. A former British Army Officer James has a wealth of experience and proven track record.
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.