James TrewrenFinancial Adviser
Areas of Expertise
- Financial Planning
- Asset Management
- UK Pension transfers
- UK Self-Invested Personal Pension Schemes (SIPPS)
- Qualified Recognised Overseas Pension Schemes (QROPS)
- Australian (SMSF) transfer and Superannuation
- UK State pension (NI) contribution
Qualifications
- Bachelor of Science (Hons) in Business Management, Finance, Marketing & Accounting
- CISI Certificate in Wealth and Investment Management
- LIBF Level 4 Diploma for Financial Advisers (DipFA®)
James is the 4th generation of his family to work in the financial sector. After graduating from Brunel University with a degree in Business Management and Finance, James completed a graduate training programme with the world’s largest independent financial advisory company. He started his career in the offshore advisory industry.
James specialises in helping expats globally with their retirement, mainly focusing on managing UK pension transfers and the tax implications of retiring.
After being involved in the financial industry for almost a decade, James has personally gained over 100 clients that he has managed to build close relationships and help guide their future retirement plans.