PROFESSIONAL FINANCIAL ADVICE IN YORKSHIRE

An experienced Financial Adviser – nurturing your dreams of financial security and freedom.

James Bowers Dip PFS, MSc, BEng

WEALTH MANAGEMENT CONSULTANT

MY APPROACH

Complexity into clarity…

Let’s be honest, Wealth Management is an area that can be complex and even daunting at times.

But you will find it all becomes quite simple when I help you break financial planning down, not only in terms of facts and figures, but also purpose and vision.

I provide this approach with a professional, friendly and honest service that presents to you exactly what you need to know, in a clear and concise format.

couple unwinding in the hills after work

How I Help

A Plan to Achieve Your Goals

I am a member of the Chartered Institute of Insurance and hold a Diploma in Regulated Financial Planning, covering Investment, Protection, and Retirement Planning.

I pride myself on being able to combine the complexities of investment planning, tax rules and wealth structuring with a deep understanding of your dreams – from any background, of any scale, at any time.

I offer a no obligation initial consultation, and if I cannot help you, I will certainly point you in the right direction. So if you fancy a coffee and initial chat, I’d be happy to help.

In our first meeting I will sit down with you to understand precisely the reasons why you wanted to meet in the first place. Perhaps you would like to retire earlier, go on more holidays, create a fund for your future grandchildren, or protect the continuity of your Business? Needless to say, there is no time limit for this meeting – only when we are both aligned on a clear direction, and have established the best strategy towards achieving your vision, can we call it a successful coffee!

I very much look forward to explaining how I can help you individually and welcome you to get in touch.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Get in Touch

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Working for better financial futures

Seminars and Events

I hold regular events for both clients and prospects alike. These events are focussed on very practical areas such as retirement planning or making the most of your investments.

As we adapt to this years unfortunate events, I am now utilising webinars and digital video tools to carry on my program of events.

If you would like to book onto one of these informal events, please do get in touch.

 

 

Get in touch

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James Bowers is a member of Sovereign Wealth LLP.

Find out more about Sovereign at our corporate site.

SOVEREIGN CORPORATE SITE