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James Warley Wealth Management

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Description:

Based in Mid-Sussex and London, supporting clients to own their financial future through bespoke financial planning and wealth management advice.

As the founder and Principal of James Warley Wealth Management I believe that planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. Following graduation with a Business and Law degree I went on to have a very successful career spanning 17 years in the foreign exchange markets including 15 years with Barclays Investment Bank, progressing to Director of FX Trading.

The transition away from trading to wealth management and financial planning was driven by knowing financial security gives an individual comfort, choice, options, and more importantly the opportunity to own one’s future. I am a longstanding advocate for ensuring an individual and their family establish financial security to ensure they are prepared for life’s unexpected challenges such as bereavement or redundancy.

I work closely with my clients to establish a deep understanding of their personal goals. This approach is at the core of the long-lasting and trusted relationship I develop with my clients and fundamental to the ethos of my business. I have a strong commitment to providing outstanding levels of customer service to my clients and pride myself on supporting them to feel in control of their financial future, enabling them to build their wealth with confidence.

I provide quality and clear advice in all areas of financial planning and wealth management, tailored to personal circumstances. I advise on a wide range of financial services whether you are looking to build, grow, protect or preserve wealth.

I specialise in providing high quality personal advice on;

  • Tax-efficient investment strategies
  • Retirement and Pension Planning
  • Inheritance tax mitigation and estate planning
  • Life and serious illness protection
  • School fees planning

Away from the office I enjoy spending time with my wife and young son, spending as much time as possible outdoors and travelling together. I enjoy watching and playing all sports with a particular passion for windsurfing, sailing, swimming and tennis.

James Warley Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.

The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place Representatives.

 

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