James Marchant

James Marchant Email and Phone Number

Thornbury, GB
James Marchant's Location
Thornbury, England, United Kingdom, United Kingdom
James Marchant's Contact Details

James Marchant work email

James Marchant personal email

n/a
About James Marchant

I offer tailored financial, retirement and tax planning advice to busy business owners, directors, senior executives and professionals who lack the time and/or expertise to create a plan for achieving long term financial security for themselves during retirement and leave a legacy for those they care about.I will help you to identify, achieve and maintain your desired lifestyle without ever having to worry about running out of money.We call this 'money with a purpose' and my clients tell me that it provides them with confidence and clarity about where they are heading. I'd love to be able to do that for you too!I feel privileged that clients trust my opinions, advice and recommendations. I believe that strong financial advice is central to building a more certain financial future.If you are a business owner I will work alongside you, your team and your family to understand what you are trying to achieve, financially. I will also take time to understand what your business is all about, your plans for developing and growing your business and your wishes for the future, whether that's to sell the business, pass it on through the family, or develop a plan for succession.My focus is on saving you time, delivering tax efficient solutions, highlighting the choices and options available to you and validating your financial decisions and goals. My approach is very much based on working with you on a consultative basis. I have absolutely no interest in 'flogging you financial products' but I am hugely interested in helping you to devise a robust financial plan for the future.An initial chat is always at my expense and without any obligation. If you don't have a plan maybe we should be talking?

James Marchant's Current Company Details
Sovereign Independent Financial Advisers Ltd

Sovereign Independent Financial Advisers Ltd

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Financial Planner
Thornbury, GB
Employees:
7
James Marchant Work Experience Details
  • Sovereign Independent Financial Advisers Ltd
    Financial Planner
    Sovereign Independent Financial Advisers Ltd
    Thornbury, Gb
  • Sovereign Ifa Ltd
    Director
    Sovereign Ifa Ltd Jan 2012 - Present
    Thornbury, England, United Kingdom
    Together with my business partner, I co -manage the day to day running and future development of a small financial advisory practice
  • Sovereign Independent Financial Advisers Ltd
    Financial Planner
    Sovereign Independent Financial Advisers Ltd Jan 2010 - Present
    Fee based financial advice for individuals and small business owners in Bristol and the surrounding areas
  • Various
    Financial Planner
    Various Jan 2003 - Nov 2009
    Various roles within the financial service sector
  • Wiltshire Police
    Police Officer
    Wiltshire Police Oct 1994 - Dec 2002
    Various roles in uniform and plain clothes
  • Hsbc
    Bank Clerk/Financial Planning Manager
    Hsbc Jul 1986 - Sep 1994

James Marchant Skills

Financial Advisory Strategic Financial Planning Investments Pensions Retirement Planning Financial Services Wealth Wealth Management Financial Planning Income Protection Investment Strategies Inheritance Tax Planning Investment Advisory Retirement Savings Personal Finance Protection Sipp Independent Financial Advice High Net Worth Individuals Pension Funds Financial Planners Wealth Management Services Asset Allocation Small Business Low Cost Investment Funds Cash Flow Tax Advisory Corporate Finance Trusts Estate Planning Critical Illness Personal Pensions School Fees Planning Tax Advice At Retirement Advice Lifestyle Financial Planning Corporate Financial Planning Cashflow Modelling Ssas Pensions Profit Extraction Stategies Business Succession Planning Investment Advice For Trustees Auto Enrolment Advice Company Pension Schemes Business Protection Strategies Financial Advice For Directors Succession Planning

James Marchant Education Details

  • St Lawrence Comprehensive
    St Lawrence Comprehensive

Frequently Asked Questions about James Marchant

What company does James Marchant work for?

James Marchant works for Sovereign Independent Financial Advisers Ltd

What is James Marchant's role at the current company?

James Marchant's current role is Financial Planner.

What is James Marchant's email address?

James Marchant's email address is ja****@****r.co.uk

What schools did James Marchant attend?

James Marchant attended St Lawrence Comprehensive.

What are some of James Marchant's interests?

James Marchant has interest in Politics, Cricket, Golf, Fishing, Ski Ing.

What skills is James Marchant known for?

James Marchant has skills like Financial Advisory, Strategic Financial Planning, Investments, Pensions, Retirement Planning, Financial Services, Wealth, Wealth Management, Financial Planning, Income Protection, Investment Strategies, Inheritance Tax Planning.

Who are James Marchant's colleagues?

James Marchant's colleagues are Graham Mccausland, Grant Edgerton, Paul Ewins, Heidi Dann.

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