James Weston

Areas of expertise

Financial planning; private clients and their families.

Experience

James has worked in private client financial planning since 2015 and his experience encompasses advising current and retired partners of law and accountancy firms, other professionals, entrepreneurs, and trustees.

James provides pension and retirement planning advice as well as cashflow modelling services. In addition, James advises on tax-efficient income strategies and holistic financial planning.

Notable client work and achievements

Advising on complex income structuring for a family looking to generate tax-efficient income from their portfolio. This included inheritance tax optimisation.

Professional qualifications and memberships

James is a Chartered Financial Planner holding the Advanced Diploma in Financial Planning.