James Ferguson, DipFA CeMAP

Private Wealth Director

James brings over 20 years of experience in Private Banking & Financial Services in the UK and Internationally.

UK Level 4 Diploma qualified for over 10 years and UK Mortgage qualified for 15 years.

James specialises in UK Pension Advice, Retirement Planning, Tax Planning and holistic Financial Planning.

Areas of Expertise

• Pension Analysis, Advice, Management

• Retirement Planning

• Pension Planning

• Lifetime Allowance Planning

• Inheritance Tax Planning

• Succession Planning

• Tax Planning

• Tax Structuring

• Tax Advice

• Wealth Management

• Investment Portfolio Management

• International Savings & Investment Options

• Investment Review

• Private Banking Advice

• Property Portfolio Advice

• Insurance & Family Protection

• Education Fee Advice & Planning

• High Net Worth & Ultra High Net Worth

• Private Client Wealth and Estate Planning

• Complex Multi-Jurisdictional Financial Planning

• Cashflow Forecasting & Modelling

Qualifications & Awards

Level 4 Diploma for Financial Advisers (DipFA)

Certificate in Mortgage Advice & Practice (CeMAP)

Member of London Institute of Banking and Finance

Member of the Chartered Insurance Institute

Regions Covered

Middle East

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Contact Number

LinkedIn Profile

Recognition

James is a fabulous Financial Advisor. He is extremely grounded, pragmatic and always has my best interests at heart. Which can be a rare find in the world of financial advisors. I would not hesitate to recommend him to anyone. His expertise have made a genuinely positive difference... Read Full Quote

Fiona Duncan

22/07/2020

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I genuinely enjoy working with James. I like his style, the time he takes to understand my goals and risk appetite and his ability to explain his recommendations in a way that enables me to make informed investment decisions. I started working with James several years ago to... Read Full Quote

Mark Penney

15/08/2020

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For the past 2 years, James has been providing me with financial and investment advice, including but not limited to retirement planning. His advice has been first class and the investments have all, without exception, brought higher than expected yields. He brings an enormous... Read Full Quote

David Pedder

03/12/2020

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A colleague recommended James to me when I was looking to consolidate various pension plans that I had at the time. I have been very impressed with his advice and assistance in setting me up with one new scheme which suits my current needs and retirement plans. He did all the leg... Read Full Quote

Alan Park

30/08/2021

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James offers me well thought out advice, explains options and rationale for any recommended changes and is responsive to requests and proactive in maintaining contact and keeping me informed with progress or events. I feel confident in his advice and support during our multi year relationship.

Tim Williams

18/08/2020

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James Ferguson, DipFA CeMAP

Recognition

Authored by James