Expertise

  • Wealth Management
  • Tax Planning
  • Pension Planning
  • Pensions for Directors
  • Investment
  • VCT & EIS
  • Corporate Investment
  • Inheritance Tax Planning
  • Pension Transfers

Experience

  • Financial Lifestyle Management

    Adviser
    - Current
    Financial Lifestyle Management

Education History

  • Business Studies

    Edinburgh University
    2002 - 2006

Qualifications

ACA (ICAEW)

Diploma in Regulated Financial Planning (PFS)


Email James

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