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With more than 23 years of experience in financial services, James Marlow and Andrew Barron provide expert advice to individuals, families and owner managed businesses looking to build, protect and pass on their wealth.
James is a Level 6 Chartered Financial Planner and a member of the Chartered Insurance Institute, with experience advising across a wide range of financial planning areas. His background includes working in both bank assurance and independent advice, giving him broad knowledge of different planning approaches and client needs.
Andrew also brings more than two decades of experience in financial services, with particular expertise in supporting business owners, company directors and private clients with clear, practical financial advice tailored to their goals.
Their combined approach covers the key areas of financial planning, including protecting your family and assets, saving and building wealth, planning for retirement, extracting money from a business in a tax efficient way, and legacy and succession planning to help reduce potential tax liabilities. Together, they create clear and coordinated strategies designed to give clients confidence.
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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. We offer financial advice for clients in North & West Yorkshire including Ilkley, Otley, Harrogate, Leeds, Bradford and surrounding areas. If you're based further afield, please don't hesitate to contact us.
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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