With a wealth of experience in audit and accountancy of funds, Jim has been crucial to the Group’s expansion, and has over the years shared his expertise of accounting practice to our offices in Jersey, Luxembourg and the UK. Starting his journey with the Group in the Jersey office as a Financial Reporting Manager, Jim’s knowledge of offshore accountancy became prevalent when he relocated to our then-new office in Luxembourg in 2008 to assist in establishing the Group’s accountancy services in Europe.
In 2011, Jim transferred to our Southampton office, making it his Aztec office hat-trick, working alongside Paul Harrison, Managing Director at the Aztec Group, to head up client reporting for the UK client teams and focus on the operations of the office. Leading our onshore client accountancy service providing, Jim’s experience in his trade, and of the Aztec Group, makes him a unique asset to our growing services.
Commenting on the Aztec Group’s approach to our client relationships, Jim puts the success of our client retention down to our staff, “Our staff thrive on responsibility and we are unique in that our management team are happy to give responsibility to the teams when maintaining the client relationship. We have a shared responsibility, where every single member of our teams are there to support the link between the client and Aztec, and this is the driving element of our successful and lasting client relationships.”
Jim holds a BA (Hons) degree in English and American Literature, and is a Fellow of the Institute of Chartered Accountants in England and Wales (FCA).