Company • People
James is the fourth generation of his family to work in financial services and has over a decade of experience in international financial planning. He holds a degree in Business Management and Finance from Brunel University and has gained professional qualifications in both the UK and Europe.
James works with internationally mobile individuals and families across Europe and the Middle East. His clients include senior professionals, business owners and entrepreneurs, alongside a growing network within professional sport.
Taking a holistic approach to financial planning, James helps clients bring together the different areas of their financial lives, including pensions, investments, retirement planning and wider wealth considerations. He has particular experience working with clients whose assets, residency and future plans span multiple countries.
Areas of Expertise
- International Financial Planning
- Holistic Wealth Planning
- Investment & Portfolio Management
- Retirement Planning
- UK & International Pension Planning
- Cross-Border Financial Planning
- Retirement Income Planning
- Estate & Legacy Planning
Qualifications
- BSc (Hons) Business Management, Finance, Marketing & Accounting, Brunel University
- LIBF Level 4 Diploma for Financial Advisers (DipFA®)
- CISI Certificate in Wealth & Investment Management
- CySEC Advanced Certification
Contact Hoxton Wealth
We are available to discuss how Hoxton Wealth can help you achieve your financial goals. Together, we can help you build a brighter financial future.
