0208 166 7217
Based in Bromley
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: April, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
Last checked: 24 March 2025
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
16
Recent Client Reviews
James has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
James has provided information on their typical fees
James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with James
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 4 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
Last checked: 24 March 2025
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
16
Recent Client Reviews
James has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
James has provided information on their typical fees
James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with James
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 4 first impressions)
I feel a great sense of responsibility when I'm entrusted to look after the financial well-being of a client and their family. It's essential that I put their priorities and aspirations front and centre, and we work backwards from there. At the end of the process, they'll have complete clarity of where they are and what they need to do to get them where they want to be. A cohesive financial strategy is an extremely powerful tool and something most people are not benefiting from. Life is short and we all have things we want to do, achieve and be - our process helps pull all the 'stuff' together and give you the best possible opportunity to accomplish your goals - and at the same time look after those closest to you. I am certain that being happy and confident that your finances are in good order will allow you to focus on what matters to you. Our clients include individuals, families, start-ups, entrepreneurs, and businesses large and small – all looking to answer the same question, “Am I going to be okay?”. My background: I spent nearly 15 years running a Multi-Asset Derivatives desk at a City Hedge Fund. There I'd also built a reputation as being a sounding board for financial advice, and really enjoyed helping friends and family. When I started a family, I decided to change direction and I worked as an Equity Analyst at an Investment Management firm where I studied before work, at my own expense to become a regulated financial adviser. My experience on the front line of investments in the City puts me in a fairly unique position to understand market cycles and risk in a way that most financial advisers aren't able to replicate from text book learning alone.
Offers available through VouchedFor
Contact James through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About James's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
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Clients' level of financial expertise
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Adviser Disclaimer
Wade Wealth Partners is a trading name of CW Executive Finance Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA No: 1008798). The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. Trading Address: Wade Wealth Partners, Mercury House, 117 Waterloo Road, London, SE1 8UL. Registered Address: Unit 29 JBJ Business Park, Northampton Road, Blisworth, Northampton, NN7 3DW. Registered in England & Wales Company No: 0955478. INVESTMENTS VALUES CAN GO UP AND DOWN. YOU MAY GET BACK LESS THAN YOU INVESTED. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP WITH MORTGAGE PAYMENTS.