James Sumpter
Senior Client Partner
Financial planning
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 15 years at Evelyn Partners.
Notable client work and achievements
Over the last 15 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 £800m 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)