James Dent

James Dent Email and Phone Number

Founder Director at The Wealth Harbour Limited and The Family Elephant @ The Family Elephant
James Dent's Location
Cheltenham, England, United Kingdom, United Kingdom
James Dent's Contact Details

James Dent work email

James Dent personal email

James Dent phone numbers

About James Dent

Providing specialist personal financial financial planning to wealthy families and individuals. We help to work closely with our strategic advice partners (Accountants, Lawyers, Private Banks, Investment Managers etc.) to deliver a coherent, effective, strategic financial plan. Our business model is to deliver to a smaller group of clients, we are not a numbers game. Our clients are professionals, Senior Executives and (increasingly) Entrepreneurs. We help them to plan for exit and provide creative processes and solutions to how to make best use of their wealth. But we do this not just for them and their needs, but also how best to help other generations of their family.

James Dent's Current Company Details
The Family Elephant

The Family Elephant

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Founder Director at The Wealth Harbour Limited and The Family Elephant
James Dent Work Experience Details
  • The Family Elephant
    Founder Director
    The Family Elephant Sep 2021 - Present
    Cheltenham, England, United Kingdom
    Helping you sort yours, and your clients, family elephant. Ensuring their affairs are properly sorted so you leave NO problems for your loved ones to deal with. Protective Wills, family trust protection, pension protection, TFE confidential (keeping all important information secure online), consultancy to families with wealth.
  • The Wealth Harbour Limited
    Director- Chartered Financial Planner
    The Wealth Harbour Limited Jan 2014 - Present
    London
  • The Wealth Harbour Limited
    Managing Director
    The Wealth Harbour Limited Jan 2014 - Feb 2020
  • Professional Wealth Management
    Director
    Professional Wealth Management Oct 2010 - Jan 2014
    Cheltenham
    Financial planning guidance to professionals, business owners and Senior Executives.

James Dent Skills

Wealth Management Investments Inheritance Tax Planning Strategic Financial Planning Pensions Retirement Planning Investment Strategies Strategic Planning

James Dent Education Details

Frequently Asked Questions about James Dent

What company does James Dent work for?

James Dent works for The Family Elephant

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

James Dent's current role is Founder Director at The Wealth Harbour Limited and The Family Elephant.

What is James Dent's email address?

James Dent's email address is ja****@****ail.com

What is James Dent's direct phone number?

James Dent's direct phone number is +4479769*****

What schools did James Dent attend?

James Dent attended The University Of Birmingham, Millfield School.

What skills is James Dent known for?

James Dent has skills like Wealth Management, Investments, Inheritance Tax Planning, Strategic Financial Planning, Pensions, Retirement Planning, Investment Strategies, Strategic Planning.

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