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James Wallace

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Mortgage Advice

Retirement Planning

Wealth Management

Location

Based in

London

Covers

City of London, Greater London

James Wallace

Chartered Financial Planner

I am a Chartered Financial Planner advising professionals in particular solicitors, barristers, and law firm partners on a range of matters involving pensions, investments and IHT solutions.

For almost a decade I was a solicitor, specialising in pensions law, at two global law firms (dual qualified in New York, USA and England & Wales). This has given me a unique ability to understand the demands, pressures, and life of my clients, enabling me to provide expert financial advice tailored to each client’s specific circumstances.

My purpose is to give clients peace of mind (making the most of their time and hard-earned money), while they focus on living their life to the full.

Expertise in

Estate Planning

Financial Protection

Investment Management

Mortgage Advice

Retirement Planning

Wealth Management

Location

Based in

London

Covers

City of London, Greater London

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