James Marchant Email & Phone Number

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?

Listed skills include Financial Advisory, Strategic Financial Planning, Investments, Pensions, and 44 others.

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  St Lawrence Comprehensive