James Carpenter

James Carpenter

Financial Adviser

James specialises in advising city professionals and business owners on all aspects of their finance. Working alongside other advisory professionals he is able to provide his clients and their families a true holistic outcome. Committed to building long-term relationships to fully understand his clients’ goals and objectives, James believes this is key to creating, executing and reviewing regularly a bespoke plan that’s suited to his clients’ needs, both now and in the future. Some of the key areas of advice James can assist with are:

  • Retirement and inheritance tax planning
  • Tax-efficient investment planning
  • Personal and business protection
  • Tax-efficient structuring within a business
  • Aspects of business exit-strategy planning

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