James Rolfe

James offers a wide range of advice across various financial services including pensions, investments, Equity Release, mortgages, tax, inheritance tax and estate planning. As well as holding professional qualifications with the London Institute of Banking and Finance, he has been awarded Chartered Status by the London Foundation for Banking and Finance. Chartered advisors have demonstrated themselves to be highly qualified, very experienced and committed to the highest professional and ethical standards. James specialises in pensions, investments, and the more complex areas of tax and estate planning. He is also BMSG’s Managing Director and has responsibility for the firm’s compliance with financial services regulations.