James Barlex Wealth

With almost 25 years’ experience in Wealth Management and the Investment Markets and through my detailed understanding of the unique opportunities currently available, I specialise in creating highly personalised and strategic Wealth Planning solutions to individuals and business owners in London. My Focus is to use detailed Financial Planning Reporting to cover all elements of Wealth Management, from pension advice to investment and portfolio management for a multi-generation approach. My emphasis is on building long-term relationships with my clients, becoming their only source of trusted advice as their financial needs evolve over the years.