INTERNATIONAL WEALTH MANAGEMENT
FINANCIAL ADVICE
YOU CAN TRUST
Chartered member of the UK Institute for Securities & Investment
UK Level 4 qualified International Financial Advisor
USA Investment Advisor Representative
Specialist Wealth Services
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401k, IRA and Roth IRA solutions
Providing discretionary and non-discretionary portfolio services.
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Pension Transfers
A strategic approach to pension fund management (QROPS & SIPP).
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Non-discretionary Portfolio Management
Increased control over asset management.
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Bespoke Financial Planning Service
Investment decisions customised to your personal goals.
Meet James
A Chartered member of the Institute of Securities and Investments, James has been assigned the designation “Chartered MCSI” for Wealth Management and holds the UK FCA Level 4 Investment Advice Diploma in both Securities and Financial Planning.
James has worked with expatriates in Hong Kong, Dubai, Switzerland, the USA, and Europe. A former British Army Officer and Special Police Constable, James has a wealth of experience.
An investment advisor representative with Blacktower Financial Management (US) LLC, he holds the series 65 Uniform Investment Advisor Law exam. James was granted by HRH Queen Elizabeth the 2nd, a commission from the prestigious Military Academy Sandhurst in 2004.
