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


Authored by James