James Stokoe

James joined Perspective in London in 2021. He has a wealth of experience having worked in the private banking sector for over 30 years with some of the largest banks in the world.

James is a Chartered Fellow of the Chartered Institute for Securities and Investments reflecting his commitment to the highest standards of knowledge, skills and expertise.

He enjoys helping clients achieve their financial and life goals through careful financial planning and regular reviews, providing advice on all areas of financial planning to both private and corporate clients. His areas of specialist expertise include estate planning, retirement planning, investments and tax planning.