Previous Experience
James is a Chartered member of the Chartered Institute of Securities and Investments, this allows him the designation “Chartered MCSI” for Wealth Management and holds the UK FCA level 4 Investment Diploma.
James has worked with Expatriates in Hong Kong, Dubai, Switzerland, the USA and Europe. A former British Army Officer and Special Police Constable, James has a wealth of experience.
Areas of Experience
• Retirement Planning
• Non – Discretionary portfolio management
• Bespoke financial planning service
Qualifications/Accreditations
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 chartered MCSI.
James is a licensed advisory representative and is Qualified in the USA with Blacktower Financial Management (US) LLC and holds the series 65 Uniform Investment Advisor Law exam
James was granted by HRH Queen Elisabeth ii a commission from the prestigious Military academy Sandhurst in 2004, and still reflects on his experience at Sandhurst as his most demanding life experience.