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.


Reviews and Ratings for Financial adviser James Marlow, Leeds