We believe the key to effective financial planning is to be clear about your objectives for life. As lifestyle financial planners, we believe in discovering your most essential aspirations before formulating a financial plan to achieve them. That way, your finances fully support your objectives. Our principal Financial Planner James Harvey is a qualified and experienced lifestyle financial planner.
Based in Ealing, West London, he set up James Harvey Associates in 1998. Today, we manage over 80 million on behalf of our clients. We do most of our work with two types of people: those approaching retirement and those who have been recently bereaved. Our job is to ensure every decision you make takes you one step closer to your objectives.
Based in Ealing, West London, he set up James Harvey Associates in 1998. Today, we manage over 80 million on behalf of our clients. We do most of our work with two types of people: those approaching retirement and those who have been recently bereaved. Our job is to ensure every decision you make takes you one step closer to your objectives.
Services
If you feel that you need help planning for the future, have a specific financial challenge or just need some guidance, we are here to help. The first step is to get in touch. If we believe we can be of service, we'll be delighted to welcome you to our office to discuss how we might start working together.
Typically, people come to us when they are at a crossroads. They're likely to be looking to change their life, or they're worried about what the future holds. Firstly, those approaching retirement. We will help you understand what you want from the next phase of your life, get to know your aspirations and then develop a financial plan to ensure they are achieved.
James firmly believes in the power of using life planning principles to take financial planning to a level at which is it expertly thorough, bespoke and impactful. James is both a Certified Financial Planner, as awarded by the Chartered Institute for Securities & Investment, and a Registered Life Planner with The Kinder Institute of Life Planning.
For the past decade, however, lifestyle financial planning has been the most dynamic movement in our profession. The focus has shifted, away from financial products and towards a service that puts people before money. James is both a Certified Financial Planner, as awarded by the Chartered Institute for Securities & Investment, and a Registered Life Planner with The Kinder Institute of Life Planning.
Whether you're close to retirement, have recently been bereaved or have found yourself at different type of crossroads, we know that your money has one job: to support your life. We are lifestyle financial planners. Our approach is fundamentally different to what you will typically find with many other financial advisers.
Reviews
Be the first to review James Harvey Associates.
Write a Review
