James Tilley

My goal is to provide financial confidence and peace of mind to all my clients. Through my experience I have seen financial anxiety affect everyone, no matter how much someone may earn. The main two questions being; "What's next?" and "Am I going to be okay?" The journey always starts with an easy-to-understand conversation around your goals and 'pain points', as this allows me to connect on a level you are comfortable with and understand if working together makes sense. I then help you plan ahead for the future with cash flow forecasting, allowing you to grow your wealth tax-efficiently and live confidently knowing that you have ongoing professional advice that is aligned with your short-, medium-, and long-term goals. Outside of my work, I am a father to an energetic daughter and spend my free time focusing on keeping healthy in the gym and finding great places to eat! Following on from my past career in the Royal Marine Commandos, I am a keen fitness fanatic, and you will see me taking part in various events including Crossfit and Hyrox. I'm an advocate in finding the right balance between finance, fitness and family, which can assist in you living a more fulfilling life - If you feel like you can relate and are looking for educational content, then feel free to connect on LinkedIn or via my Instagram page @high_performers_mindset - Frizzell Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The value of your investment can go down as well as up. You could back less than what you invested. Taxation rules can change at any time and are dependent on individual circumstances. The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 06/07/2023