Financial Adviser
James joined Blevins Franks in 2018 with seven years’ financial services experience gained in the UK, Europe and Asia. Before relocating to France, James was working in the UK for St. James’s Place in Cheshire.
He is a Level 4 qualified financial adviser with European Financial Advisor (EFA) status and is a member of the Chartered Insurance Institute (CII). He is also fully qualified in Hong Kong and was previously a member of the Hong Kong Confederation of Insurance Brokers.
With over a decade of experience, James specialises in cross-border financial planning, with expertise in French and UK inheritance and capital gains taxes, the Monaco tax regime, and UK pensions and the options for British expatriates.
Since 2023, James has also been a regular contributor to Monaco based Riviera Radio, sharing insights on cross-border financial planning and wealth management for expatriates in France and the Principality.
Based in our Valbonne office, James helps clients in the Côte d’Azur secure financial peace of mind through personalised tax and wealth management solutions. He is supported by the local team as well as in-house specialists in tax, pensions, trusts and investment research in our London and Malta offices.
James is an adviser for Blevins Franks Wealth Management Limited (BFWML) which is registered with the Malta Financial Services Authority. He is a member of the Chartered Insurance Institute (CII).
Office/s: Valbonne