James Tucker Chartered Mcsi Email & Phone Number

James Tucker is a Chartered MCSI International Financial Adviser and USA state licensed advisory representative.James specializes in, investment advice, retirement planning, estate planning, dependents guardianship, medical cover, life and critical illness insurance. With a deep understanding of market fluctuations, conditions and influencers, he has dedicated his professional career to help structure clients finances in a tax efficient way and work towards their long term goals. .James worked in Hong Kong as a financial advisor and was licensed by the Hong Kong Confederation of Insurance Brokers (CIB). James has successfully passed the CISI UK RDR Level 4 exams in Investment, Tax, Securities and Risk for personal Wealth management. Certificate 11984322. James is an associate of the CISI, membership number 180928.James has experience with portfolio allocation and asset management, investment advice, retirement planning, banking and financial products.Analysing on a continuous basis International markets in order to offer bespoke individual financial advice and build specific portfolios.James is a former British Army Officer and prides himself on simplifying and demystifying financial services and investment options available to expatriates.

Cayman Islands

Wealth Management for Expatriates, covering private investment funds, Pension Transfers including QROPS and SIPP, Financial planning, ETF trading management and life insurance based products.

Europe And Middle East

United Arab Emirates

Hong Kong

The Henley Group is one of the largest wealth management firms in the Asia region with over 100 employees servicing more than 4,000 clients. The Henley Group is part of the St. James’s Place Wealth Management Group, a UK listed FTSE 100 company with over £45bn of client funds under management. Established in 1990, The Henley Group has been built into a leading wealth management organisation with offices in Hong Kong, Singapore, Shanghai and UK. We have experienced significant, continual growth since 1990 as a result of the strength of the relationship with our clients, their satisfaction with the expert advice provided by our advisers and the referrals which have resulted. The Group is committed to providing a holistic approach to personal finance, and the very best client service and outcomes to meet the ever changing needs of our diverse client base. The Henley Group is licensed by the Hong Kong Securities and Futures Commission, is a MPF intermediary registered with the Mandatory Provident Fund Schemes Authority in Hong Kong and is a member of The Hong Kong Confederation of Insurance Brokers. In Singapore, The Henley Group is licensed by the Monetary Authority of Singapore, and is a member of the Association of Financial Advisors in Singapore.

United Kingdom

Co owner - The £9million t/o manufacturing factory, which produced and printed high quality packaging for the high end retail and FMCG sector. Operations, Finance, effective leadership, strict quality control, stakeholder management, product development, resolving issues and clear communication were crucial for successful operation.

United Kingdom

Infantry OTC/Territorial Army reserve (part time), 2003 (full time) Regular Army, Commissioned at the Royal Military Academy Sandhurst.

Blaenau Gwent, Wales, United Kingdom

Special Police Constable

Guyana

Conservation projects in Guyana 1995

Investment Advice Diploma - Uk Fca Level 4, Investments And Securities

Series 65, Uniform Investment Adviser Law Examination, Pass - Series 65

Macroeconomics, International Economics

Regular Army Officer, Leadership, Commissioned

Chartered Mcsi Wealth Management, Risk, Tax, Investment And Securities Certificates, Chartered Mcsi

Dip He Of Science (Dip He), Combined Science

Activities and Societies: Rugby