James Sumpter

Areas of expertise

Using cash flow planning and tax expertise to assist entrepreneurs on structuring wealth pre and post exit and
helping Private Equity Partners and Partners in leading legal and accountancy firms achieve financial independence and create a legacy for future generations.

Experience

21 years as a Financial Planner the last 12 years at Tilney.

Notable client work and achievements

Over the last 12 years have worked closely with the investment management team to expand our dual expert service and have grown predominately via referrals from existing clients to look after more than £600m across a variety of tax wrappers.

Professional qualifications and memberships

Fellow of the PFS (FPFS)
Full STEP Qualification (TEP)
Advanced STEP diploma in international tax for UK residents and non doms
Investment Management Certificate (IMC)