0203 544 6810
Based in Twickenham
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: March, 2017
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 March 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
25
Recent Client Reviews
James has received 25 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 25 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: 21 October 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.
5
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 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
Checks carried out by VouchedFor
FCA Regulated
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 March 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
25
Recent Client Reviews
James has received 25 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 25 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: 21 October 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.
5
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 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
Since 2016 I have run the Financial Planning and Investment proposition at Wade Wealth Partners where we provide a holistic financial planning and wealth management service to our clients. Prior to this I managed investment strategies at US hedge fund, Tradelink Worldwide. These experiences have given me a deep understanding of investment products and markets, as well as how to identify and manage risk effectively when it comes to personal finances. Such practical experience is impossible to replicate simply through academic learning. By qualification I am a Chartered Financial Analyst (CFA) - a designation widely regarded as the industry 'gold standard' for Wealth Management professionals. The CFA institute and its members promote the highest standards of ethics, education, and professional excellence. At Wade Wealth Partners we are passionate about the benefits that proper advice and financial planning bring to people’s lives, and delivering a high-quality, personal service. As a result of running a tight knit, skilled and efficient team we are able to deliver a premium service at a price significantly below the market average. Additionally, given the age and commitment to the industry of our advisers, clients can be reassured that the trusted relationship they develop with their adviser will be a long-lasting one. If you would value a personal and professional service to help you manage your finances and safeguard your future then we might be a good match!
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
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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.