James Anderson
Position: Partner
Advising clients since: 2009
Qualifications: Bsc Hons, DipFA
Areas of expertise: Tax Efficiency & Investment Planning
Partner at Westminster Wealth Management, James specialises in Investment and Retirement Planning across High Net-Worth Clients and SMEs. He also heads Westminster Wealth Management’s Digital Advice Platform - AllAdvised.
James works with City based professionals and International Clients understanding their circumstances and aspirations to provide comprehensive, tailored advice. He specializes in investment planning, retirement planning, tax efficiency and the investment needs of overseas clients.
He studied Economics and History at Oxford Brookes before starting his career in financial services. James is a keen sportsman and avid polo player. Other interests include skiing and sailing.
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