Having been with the Holborn group for 10 years, James has an excellent understanding of financial advice both here in the UK and in the offshore market. He offers a full financial planning service and also specializes in helping expats that have returned to the UK but still have offshore portfolios.
James is happily married and a proud father of four. Although he lives in Kent, he works with people all over the country through the wonderful world of Zoom. James is an associate member of the Chartered Institute for Securities and investments where he completed his Level 4 diploma and studies towards Chartered Wealth Manager status.