Financial Planner DipFA in Bromley
I believe good financial advice is built on trust, honesty and long-term relationships. I take the time to understand what matters most to each client, providing clear, practical advice tailored to their individual circumstances, goals and priorities.
Financial planning is about more than just money. It is about helping people make informed decisions with confidence, whether they are building wealth, protecting their family, planning for retirement or preparing for life's key milestones.
My role is to provide guidance and support that helps clients stay on track and achieve the future they want for themselves and their families.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Bromley, Greater London
United Kingdom
James is based in Bromley, Greater London and offers expert financial advice to suit your needs.
Before returning to the UK in 2018, I spent five years working as a Financial Adviser in Abu Dhabi, UAE. Living and working overseas broadened my perspective and reinforced the importance of trusted relationships, cultural understanding and advice tailored to individual circumstances.
Supporting people affected by long-term health conditions is particularly important to me. Through personal experience, I understand how ongoing health challenges can create uncertainty and disrupt future plans. This has shaped my desire to help individuals and families better understand their options, make informed financial decisions and build greater confidence in their future.
As a Kidney Peer Educator and volunteer with Kidney Research UK, I am passionate about raising awareness, sharing practical guidance and supporting people through difficult periods. I believe that a long-term condition should never prevent someone from planning confidently, protecting those they care about or working towards a meaningful future.
Whether clients are planning for retirement, protecting their family or navigating life's uncertainties, my aim is to help them feel informed, confident and in control of their financial future.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 31 October 2025.
