James Wade

James Wade

Wade Wealth Partners

Minimum savings/pensions: Over £100,000

0203 544 6810
Based in Twickenham
View location

Top Rated 2025
Verified since: March, 2017

4.9 out of 5

135 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    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

  • 22

    Recent Client Reviews

    Verified reviews: 100%

    James has received 22 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    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 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

    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

  • 22

    Recent Client Reviews

    Verified reviews: 100%

    James has received 22 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    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 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

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£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.