James Mitchell

Senior Associate

About James

James has worked in financial services for 25 years. Starting his career at Barclays Bank, he became qualified in financial planning and went on to set up a financial planning practice in the UK. In 2007, James moved to Dubai as an Independent Financial Advisor, serving individuals and families in the MENA region and the Far East. Over the past 15 years, he has helped hundreds of expatriate clients put plans in place to achieve their financial goals.


Specializing in UK taxation for British expats and international clients, James' forte is helping investors in areas relating to expatriation/repatriation, UK tax residency, domicile, remittances, income tax, capital gains tax and international estate planning.


Furthermore, in his spare time James also acts as a consultant and freelance instructor at Morgan Professional Education. It is one of the region's largest providers of financial education, renowned for offering prestigious courses such as the Chartered Financial Analyst (CFA), Certified Management Accountant (CMA), and US Certified Public Accountant (CPA) credentials.


His experience as a financial educator has enabled James to develop an approach to investment advice that focuses on imparting knowledge, building financial literacy, and empowering people to make better financial decisions.


James is a proud father of 2 girls. In his spare time, he loves keeping fit, endurance sports, travelling and learning.

 

Qualifications

 

  • CISI Diploma in Investment Advice
  • CISI Certificate in International Wealth Management
  • CISI Certificate in International Investment Management
  • CII Certificate in Investments, Risks & Taxation
  • CII Financial Planning Certificate

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    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.