James
Smith
Consultant
Personal Pensions
James joined Boal & Co in 2010 bringing life assurance and banking experience.
James provides trusteeship and administration services to an extensive Isle of Man, Gibraltar, and international personal pensions client base.
Specialising in self-invested pension schemes (SIPPs), James works closely with clients and their advisers to onboard new members to Boal’s master trust arrangements. His role involves pension scheme administration including processing withdrawals, transfers, death claims, investments and contribution payments.
James has more than 25 years’ industry experience, having worked at Boal for 16 years and before that several renowned international life insurance companies.
Expertise:
In their spare time:
James is a Group Scout Leader and enjoys walking, football, and going to the gym. He has two children and three rescue dogs and has lived on the Isle of Man for more than 35 years.
