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
