Drawing from over 12 years of experience in the Middle East and Cyprus, James specialises in Wealth Management and Financial Planning. His expertise is cemented by his Chartered status with CISI (Chartered Institute for Securities and Investments), representing his unwavering dedication to excellence. Remaining proactive, James invests over 35 hours annually in CPD (Continuing Professional Development), ensuring he remains at the forefront of industry trends. James prioritises tailored strategies, recognising their pivotal role in achieving clients’ goals. His client-centric approach revolves around attentive listening and understanding, ensuring every client feels valued and heard.
