Brian James Email & Phone Number

An experienced Chartered Financial Planner and Chartered Wealth Manager providing professional, holistic financial advice, mainly to company directors, professionals and retired clients. Providing expert Intergenerational Financial Planning advice to enable families to make the most of their wealth, helping to ensure that it is passed on to whoever they would want to benefit and helping younger generations start their financial journeys. Helping business owners to plan for their retirement or business sale through specialised investment and pension planning and using sophisticated cash-flow modelling.My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning.My emphasis is on maintaining a long-term relationship with my clients, throughout the UK, providing them with a source of trusted advice as their and their family's financial needs evolve over the years.

Listed skills include Wealth Management, Investments, Pensions, Strategic Financial Planning, and 17 others.