James Sumpter
Senior Client Partner |
Professional Biography
You should throw your heart into whatever you choose to do.
How do you describe what you do?
I use cash flow planning and tax expertise to help my clients achieve financial independence and create a legacy for future generations.
What's next for you professionally?
To help shape the financial planning process and client proposition for the next 10 years.
What's the best piece of advice you've ever been given?
Persuading trustees of final salary pensions to reduce my clients transfer value by £25,000 thus preserving Enhanced Protection and saving them nearly £1m in tax.
Where do you get your inspiration to embrace what's next?
Trying to remember you only have one go at life, and you should throw your heart into whatever you choose to do be it work or in your personal life.
What's your favourite thing about your role?
Spending time with my clients and getting to know them really well.
What qualifications and memberships do you have?
- FPFS (Fellow of the PFS)
- TEP (STEP Trustee and Estate Practitioner)
- Advanced STEP Diploma in international tax for UK residents and non doms