James Springham

Areas of expertise

As a Financial Planning Partner in the London Gresham Street office, James works with a range of high net worth individuals and families, many of which have worked successfully in professional practices or owned/sold their own business. He also specialises in pensions and retirement planning, helping clients navigate the various aspects of retirement provision that often form a central part of the advice process.

Experience

James has been providing private client advice since 1999, working previously within a large accountancy firm before joining Evelyn Partners in 2019. His experience encompasses advising business owners, C-suite directors, partners of accountancy and law firms, and investment professionals.

Notable client work and achievements

Working closely with large family groups to help structure adopting strategies for maximising the tax-efficiency of their financial affairs using a variety of structures and tax-efficient investments.

A significant focus is on understanding and challenging client's objectives to help form strong and long-lasting relationships.

Professional qualifications and memberships

Chartered Financial Planner