James Herman Dipfa Email & Phone Number

London, Gb

20 Old Bailey London

At Finura Partners, our vision and mission centre on delivering an exceptional service and making a meaningful improvement to the lives of our clients. We believe a modern advice practice must prove their value add beyond investment management and demonstrate expertise and a personal touch unavailable with the scope of online advice. We see our job as empowering clients to make better financial decisions to meet their family, business, professional and personal lifestyle aspirations. We achieve this using face-to-face advice and by delivering regular communications that help our clients to better engage with and provide greater transparency of their financial portfolios.I can assist you in the following areas:• Fund management including discretionary fund management and model portfolio’s• Tax mitigation including; income tax, corporation tax and capital gains tax• Risk analysis and asset-allocation summaries• Retirement and Pension planning • Personal protection and insurance• Estate planning and inheritance tax advice• Trust planning• Mortgages* for both private individuals and businesses• Corporate benefits and auto-enrolment advice• Company and Directors insurance • Enterprise Investment Schemes• Venture Capital trusts• Investment Bonds• On-Shore and off-Shore investment planning• School and University Fees planning• Writing pensions and life policies in trusts• Cash-flow modellingFinura Partners is an Appointed Representative of Evolution Wealth Network Limited who are authorised and regulated by the Financial Conduct Authority and based at Sussex House, North Street, Horsham, West Sussex, RH12 1RQ.* Your home may be repossessed if you do not keep up repayments on your mortgage.

>Private Client and Corporate advice>First step Face-to-Face reviews offered at no fee>Company benefits analysis>Portfolio review, construction and management>Retirement planning>Tax planning and mitigation to include; income tax, capital gains tax, stamp duty and inheritance tax>On-shore & offshore investment planning>Discretionary fund management and fund advice>Personal and Corporate insurance>Private and Corporate mortgages

Bolton, United Kingdom

Bachelor Of Arts (Ba) (Hons), Accounting And Finance, 2.1

Education record