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James Kempson

James Kempson

Senior Financial Planning Director

London

+44 (0)20 7597 1234

About me

I provide fee-based comprehensive financial planning advice to private individuals, trustees and business owners. I specialise in tax-efficient financial planning, particularly retirement, estate and inheritance tax planning.

Specialisation

Financial Planning

Background/Experience

I have over 25 years’ experience in the financial services industry. I joined Investec Wealth & Investment from Killik & Co. where I was both a Partner and Associate Director of Wealth Planning. I’ve also held financial planning and pension positions within leading Employee Benefits and Accountancy practices.

Qualifications

I’m a Chartered Financial Planner, a Certified Financial Planner and a Chartered Wealth Manager. In addition, I’m a Fellow of the Personal Finance Society, a Chartered Fellow of the Chartered Institute for Securities and Investments, and hold a Law Degree. I have been a Senior Examiner with the Chartered Insurance Institute (CII) assisting with the Personal Taxation & Trust Planning examinations.

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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