With over 20 years experience working in the financial services industry James Marlow has the expertise and knowledge of advising many individuals and owner managed businesses build and protect their wealth for the future.
As a level 6 Chartered Financial Planner, James is a member of the Chartered Insurance Institute and is qualified to advise on a range of financial planning areas. In addition to the above, James' background of working in the Bank Assurance world and more recently, a large accountancy firm has provided an established knowledge of working in both a restricted and independent proposition.
The key areas of planning evolves from protecting your assets and loved ones, savings and accumulating wealth and planning for retirement. In addition to this, other key aspects include how to extract funds from a business in a tax efficient way and legacy / succession planning, to reduce the potential tax on death. James will create a cohesive strategy so the journey can be stress-free with a clear vision and model.
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Right from the start, our aim is to fully understand your situation, future goals, and dreams. We collaborate with you to tailor a financial solution that makes sense to you and fits comfortably with your plans.
With independent client reviews through VouchedFor, James is featured in the 'Guide To The UK’s Top Rated Financial Advisers' as featured in The Times newspaper.
We can prioritise and assist with any of the key questions raised for your business….
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