Associate Partner | Alicante to Calpe
Following a successful career in management, James moved into financial services with a role for an American investment and stockbroking firm helping to develop their UK operations. Prior to joining Blevins Franks in 2014, he worked for a number of UK international financial advisers providing holistic financial planning to 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 (CII).
Starting at Blevins Franks as a Private Client Manager based in our Javea office, James became an Associate Partner in April 2017 and opened our new office in Altea. Working with colleagues in North Eastern Spain, he ensures our clients throughout the area of northern Alicante to Calpe receive quality wealth management and tax planning advice.
He is supported locally by Regional Manager, Kevin Cassar, as well as in-house client services, pensions, tax and investment specialists in Blevins Franks’ Malta and London offices.
When he is not working, James is a keen golfer, although he recognises that with golf, keenness does not necessarily equate to excellence. In his downtime, James also enjoys spending time walking with his wife and their dog.