International Wealth
Solutions Built
Around You
Trusted financial guidance for your retirement, investments, and global future
Your Chartered International Wealth Advisor
With over 20 years of experience, James Tucker offers tailored wealth management strategies across the UK, US, and international markets. As a Chartered Member of the CISI, UK Level 4 Advisor, and U.S. Investment Advisor Representative (IAR), James combines credibility and global expertise with a personal approach.
Certificates
SERIES
65 USA
UK Level 4
Qualified
Advisor
USA
Investment
Advisor Representative
Our Services
We provide international wealth solutions that ensure clarity, security, and growth — wherever life takes you.
401k, IRA & Roth IRA Solutions
Secure your retirement with strategies that maximize tax benefits and growth
Pension Transfers
Move your pension with clarity and confidence, wherever life takes you.
Portfolio Management
A structured approach to building, balancing, and protecting your investments.
Bespoke Planning
Financial strategies tailored exclusively to your goals and lifestyle.”
What Clients Say
I've been investing with James for the past 6 years, although we've known each other for a decade. Throughout this time, he has consistently demonstrated an exceptional ability to manage my portfolio with foresight and precision.
Kleriston Zucco Orsi
Managing Director - Ayamo Foods
James and I have worked together for the past 18 months, and in that time, he’s proven to be an outstanding financial advisor. One of the most notable examples of his proactive approach came ahead of the market downturn caused by Trump’s proposed tariffs. James anticipated the impact and recommended liquidating (prior to Feb 20th 2025) my portfolio before the tariffs were implemented—protecting my investments from the sharp decline that followed.
Stefan Jellinek
Head of Contract Analytics
(AI) at Cimplifi
I have known James for around 3 years and he has been managing my overseas investment account during that time. He has always actively managed my investment portfolio. An example of this includes his prediction in February 2025 that there would be a significant downturn in the market and it was a good time to convert investments to cash. He continues to monitor the market and he will provide guidance on the most opportune time to re-invest and maximize the upside that could be presented by the current market instability.
Chris Cooper
Chief Executive Officer at Cairn
Enterprises LLC
I've been investing with James for the past 6 years, although we've known each other for a decade. Throughout this time, he has consistently demonstrated an exceptional ability to manage my portfolio with foresight and precision.
Kleriston Zucco Orsi
Managing Director - Ayamo Foods
Trusted international wealth advisor
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building futures with clarity and precision.
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Trusted international wealth advisor — building futures with clarity and precision. —
