About Mark
Mark began his career more than 28 years ago, working for international investment banks in multiple jurisdictions. He progressed into wealth management, working for private banks and providing advice to high net worth clients.
Mark is a registered investment adviser in the United States and a UK registered financial adviser. This enables him to better assist clients with assets in either jurisdiction and provide them with a holistic cross-border service. He specialises in assisting and providing advice tailored to British expatriates in the United States or US expatriates living abroad.
Important information
A fun fact about Mark
In Mark’s younger days, while travelling, he was an avid shark diver.
My conversation with Mark James regarding UK/US pension guidance was nothing short of phenomenal!
Mark's knowledge and advice was invaluable and I look forward to connecting with him again in the months to come as my wife and I get personally and financially settled here in London.
A Caudill
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