INTERNATIONAL WEALTH MANAGEMENT

FINANCIAL ADVICE

YOU CAN TRUST

Chartered member of the UK Institute for Securities & Investment

UK Level 4 qualified International Financial Advisor

United States state-licensed Financial Advisory Representative

Specialist Wealth Services

  • 401k, IRA and Roth IRA solutions

    401k, IRA and Roth IRA solutions

    Providing discretionary and non-discretionary portfolio services.

  • Pension Transfers

    Pension Transfers

    A strategic approach to pension fund management (QROPS & SIPP).

  • Non-discretionary Portfolio Management

    Non-discretionary Portfolio Management

    Increased control over asset management.

  • Bespoke Financial Planning Service

    Bespoke Financial Planning Service

    Investment decisions customised to your personal goals.

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Meet James

A Chartered member of the Institute of Securities and Investments, James has been assigned the designation “Chartered MCSI” for Wealth Management and holds the UK FCA Level 4 Investment Diploma.

James has worked with expatriates in Hong Kong, Dubai, Switzerland, the USA, and Europe. A former British Army Officer and Special Police Constable, James has a wealth of experience.

A licensed advisory representative, Qualified in the USA with Blacktower Financial Management (US) LLC, he holds the series 65 Uniform Investment Advisor Law exam. James was granted by HRH Queen Elizabeth, a commission from the prestigious Military Academy Sandhurst in 2004.

★★★★★

  • "My investment trebled over three years, with one fund up 608%! We never expected such fantastic returns and this is credit to James' proactive selection of funds. James was spot on with his predictions and advice."

    Juan, Wealth Client

  • "James has an extremely high work ethic and passion for delivering for his clients. He provides monthly investment return results ensuring his clients are fully in touch with their investments."

    Blacktower

  • "Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. James has this and much more. We received much more gains than we could have expected. The expertise and attention to detail with which he handled our financial affairs could not be faulted."

    Stefanie, Wealth Client

  • "I'm impressed with James' knowledge and expertise, and to have seen growths of 30% plus in only 6 months. Would highly recommend him to friends and families who want to invest."

    Kleriston, Wealth Client

  • "James is both professional and approachable and has grown my investments by over 25%. Highly recommended."

    Tonia, Wealth Client

  • "Very happy with James advising on my pension investment. Not only excellent returns (+30% in 2020 alone), but he also makes sure that I am compliant with EU/UK regulations. I would be confident recommending James to anyone needing financial advice."

    Kevin, Wealth Client

  • "Being in my early thirties, pension planning isn’t always at the top of my priority list. James created a custom investment plan that didn’t involve a large upfront contribution that worked with my overall goals. The investment performance and return that I’ve gotten in a very turbulent market has been consistently above what I would expect."

    Ranald, Wealth Client

  • "Very clear and concise advice on available investment products as a British national living and working overseas. Very contactable and responsive to queries- and delivered with a smile!."

    Martin, Wealth Client

  • "James has given me good advice and support in combining my UK private pensions into an SIPP, over which I have complete control. During the pandemic and consequent market uncertainty, my pension fund still grew by an amazing 34%. I think the results speak for themselves. I would highly recommend his services."

    Dunnett, Wealth Client

  • "I would recommend James as a financial adviser to anybody, unreservedly. He has been attentive, calm in the 'big' moments and always willing to discuss options - even when the time zones were against us. James brings clarity, vision and a wealth of experience to the role and I simply could not have done without him."

    Mick, Wealth Client

  • "I served in the British Armed Forces with James Tucker having spent a year side-by-side in training. In the 16 years that I have known him he has always been honest and I trust him implicitly. Any time I have used James for financial advice it has always been accurate and produced good returns."

    Danny, Wealth Client