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James Marlow, Regional Financial Planning Manager

James Marlow

Regional Financial Planning Manager

About James

James has worked in financial services for over 20 years, with experience of providing financial advice to clients and businesses. He has also provided Quality Advice Training nationally to advisers, as well as managing a team of pension specialist consultants.

James is a Chartered Financial Planner and a Pension Transfer Specialist with key knowledge surrounding trusts, inheritance tax planning, investments and protection.  Having worked closely with many advisers and clients, James has the ability to understand the broad spectrum of sophisticated planning which may be required.

With independent client reviews through VouchedFor, James is featured in the 'Guide To The UK’s Top Rated Financial Advisers' as featured in The Times newspaper.

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Reviews and Ratings for Financial adviser James Marlow, Leeds

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Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU where a list of members is kept. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Unless otherwise indicated, either expressly or by the context, we use the word “partner” to describe a member of Armstrong Watson LLP or an employee of Armstrong Watson LLP in their capacity as such.

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Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales, number 7208672. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU. Armstrong Watson Financial Planning & Wealth Management is a trading style of Armstrong Watson Financial Planning Limited. Armstrong Watson Trustees Limited is a limited company registered in England and Wales, number 84495656. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU.

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