Who
We are.

Who We Are > James McPartland

I create personal Financial Plans that help Grow, Manage and Protect your wealth – with the ultimate aim of achieving your life goals. My advice is always bespoke and based on a deep understanding of what you want to achieve, nothing I do or say is off-the-shelf.

James McPartland - Managing Partner

Why you should talk to me about your goals

Are you a successful individual?
Would you like 100% confidence in your personal financial plan?
Would you like to know how you can use your money wisely now for a better future?

That is exactly what I help clients with, every day. To begin, simply send me an email.

What sets me apart?

Specialist - Extremely experienced at creating financial plans for high earners in the City
Approach - Focussed, straight talking, open and proactive style
Values - Honesty, integrity, originality and professionalism

What do my clients say

"I have known James for more than a decade, he's an amazing financial adviser and he has become a good friend too. He organised my many pension schemes into a single manageable one. He helps me navigate the ever changing rules on what can be allocated each year as result of budget decisions, and he introduced me to vehicles like VCTs and EIS that I wouldn't have been aware of otherwise".

Giancarlo Pfeifer - Citibank

"I hold James in very high regard, his advice has been exceptionally helpful".

Lawyer - London

"James has been a trusted financial advisor of mine for a number of years and I have recommended him to other colleagues. He has the ability to explain material simply is open with any potential risks in my investment decisions and has never been pushy to sell any product that I don't require. This is important as it builds long term trust. I hope James will remain my advisor over the coming years".

Who We are.