Private Client Manager | Alicante to Tarragona
Following a successful career in management, James elected for a new career path in Financial Services joining an American investment and stockbroking firm where he helped to develop their UK operations. Prior to joining Blevins Franks, he worked for a number of UK International Financial Advisers providing holistic financial planning to his clients.
James is professionally qualified and holds the Diploma for Financial Advisers and the certificate in Securities and Investments. He is also a member of The Chartered Insurance Institute.
Working alongside Robert and Brett in the Javea office, James’ primary role is to provide ongoing wealth management advice, support and portfolio reviews for our expanding client base.