Meet our advisers

James Harvey

James Harvey

James Harvey DipPFS

Independent Financial Adviser

About Me

I am an experienced Diploma qualified Independent Financial Adviser based in the beautiful city of Bath. I have over 12 years’ experience in helping my clients with all aspects of their financial planning needs. Whether you are looking to plan your retirement, protect your family’s future, Inheritance Tax Planning or discuss investment planning, I take a holistic approach to ensure all your financial needs and aspirations are discussed, understood and met.



I cover a large part of the Southwest from Devon through to Surrey.