Executive Director Senior Wealth Advisor
James is a member of the UK Wealth Advisory team.
Before joining J.P. Morgan, James worked for four years as a Wealth Advisor at UBS and prior to that as a Private Client solicitor at Macfarlanes LLP in London. He specialises in tax, trust and estate planning for UK and overseas individuals, focusing on UHNW UK resident, non-domiciled and UK resident and domiciled clients.
James has significant experience in speaking to clients about their UK “pre-arrival” tax planning and in dealing with immigration to the UK, both for investors and entrepreneurs and for senior executives of corporate clients.
He supports clients with complex PTC and family office structures as well as helping to establish philanthropic solutions for them. He also works closely with entrepreneurial clients, supporting them in relation to their business structuring, disposal and succession planning needs.
James is a graduate of the University of Leeds and the University of Law and is a committee member at the Society of Trust and Estate Practitioners (STEP).
Learn more about becoming a J.P. Morgan Private Bank client.
Please tell us about yourself, and our team will contact you.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.