Our team

James has acquired extensive experience of all aspects of the on- and off-shore financial services industry as a result of employment on the Island, as well as in the UK and the Cayman Islands. James has also undertaken a number of international compliance visits.

James is a Member of the Chartered Institute for Securities and Investment, a Fellow of the Compliance Institute and a Director of the Alliance of Isle of Man Compliance Professionals.

James is an active member of the Island’s sports community, with a particular focus on hockey – including a post as Chairman of the Manx Hockey Association. He is currently focusing on development opportunities for youth hockey on the island.

Tracey began her career in accountancy, before moving into private banking and wealth management with Coutts (Isle of Man) Limited – where she remained for eighteen years. Whilst with Coutts she worked primarily in the provision of specialist trust and corporate services to high net worth individuals and families, and was appointed as the Trust Quality and Risk Control Manager.

Tracey is a member of the Society of Trust and Estate Practitioners (STEP), holding the Society’s Diploma in International Trust Management and has completed the Advanced Certificate in Trust Disputes. She currently sits on the board as a Director of STEP (Isle of Man) Limited.

Since moving to the Island in 1976, Tracey has married and has a teenage daughter.

Since his move to the Isle of Man in 1999, David has acquired a wide range of experience through his work in the financial and non-financial service industries.

David is currently undertaking a course on Compliance and Financial Crime with the International Compliance Association.

When away from the office, David enjoys the country lifestyle. He lives in the pretty Manx village of Cregneash with his family and their dog.

Before coming to Boston in November 2010, Martin had been employed in a variety of management accountant roles in the life assurance sector on the Isle of Man.

Martin is a graduate of Lancaster University and a member of the Association of Chartered Certified Accountants (FCCA).
Martin lives on the Isle of Man and is married with a wife and three young children.

Rosemary started her working life as PA to the partners of a local firm of Chartered Accountants and over the next 16 years gained experience in all aspects of company administration.

An in-depth knowledge of individual jurisdictional corporate statutory requirements is fundamental to her role and this, combined with Rosie’s highly organised approach and attention to detail ensure that client corporate requirements are dealt with speedily and efficiently.

Rosemary is married with a teenage son and young daughter

Shauna has gained experience through her work at the Cavendish Trust Limited and Zurich Financial Services Limited. In both positions, she dealt with the administration of a wide variety of both on- and off- Island companies.

These past experiences have enabled her to develop skills which are crucial for her current role, where high attention to detail, excellent organisational skills and knowledge of the Companies Acts are essential.