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James McMullan
James McMullan
Senior Associate

Hi, I'm James McMullan

Family and Asset protection, Lump Sum options, Onshore and Offshore Pension, Estate Planning.

With a career initially working in corporate finance across various industries, James crossed over into personal financial planning in 2013.

Qualified to CISI level 3 and an Associate member of CISI, James offers specific experience in helping families in various forms of protection including Sharia Law, insurances, critical illness and tertiary education planning.

Other specialisms include retirement planning, moving existing UK pensions (through SIPPs and what were termed QROPS), tax protection, asset/estate management and facilitating forex transactions.

Employment History
Employment Hightlights
Qualifications

Employment History

With a career initially working within corporate finance across various industries, James more recently crossed over into personal financial planning in 2013.

With his understanding of both corporate and personal planning, James has since built a network of more than 95 active clients.

 

More about Me

Married

Married with 2 children.

Hobbies

Sports, children.

Extra Curricular

Registered Ambassador for Makers Mark Bourbon.

What My Clients Say

  • I first met James at the end of 2013 when he introduced me to QROPS. Having built up a decent Pension provision in the UK I was wary that it seemed too good to be true, to be able to simply take my asset and put it offshore. After doing some research myself and then being presented with the facts from James, I decided to use the QROPS to transfer my Pension and ultimately protect my funds for the benefit of both my Family and me. I have since had a very good relationship with James, I find him professional and his communication open and concise, meaning I have increased my Portfolio under management with him into other areas.

Abdul Seedat – Commercial Director at IDEC Ltd

 

  • After a very bad experience with some so called 'Wealth Managers' and lots of cold calling in Dubai, I did not want to meet any more Wealth Managers. My son however arranged for James to visit us and James convinced me in his cool and collected way that not all Wealth Managers are the same. I decided to work with him and invested via him. Through his professional, diligent and ongoing support, I have developed a trust and confidence in him and I know that my investment will continue to grow with his ongoing involvement. I can recommend James with confidence based on my experience with him.

De Wet Du Plessis – Medical Supply Services Manager at International SOS

 

  • James has been managing my retirement savings plan for the past 14 months and I am happy to say that I have no regrets that I chose James out of a plethora of smooth talking pushy Wealth Managers from various companies here in Dubai. James is excellent at maintaining contact and initiating regular progress report meetings and he takes the time to explain complex financial concepts in layman's terms. James is very approachable and I really appreciate his direct, no B.S. responses to queries. He comes across as being very knowledgeable and confident in his recommendations and suggestions and I feel very comfortable with James managing my funds. I would not hesitate to recommend James to others looking to do something sensible with their savings and spare cash.

Martha Fitzharris – Human Resources Manager at OiLibya

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