James Harvey Associates Limited

Independent Financial Adviser  James Harvey Associates Ltd, Greater London, London, W5 5SA
check
FCA authorised
Last authorised 1st March 2021
If you’re approaching retirement, or recently bereaved, we are here in West-London, to help you make sense of it all.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Meet our advisers
MR James Harvey
Independent Financial Planner
About us

Are you at a crossroads?

That’s the perfect time to approach us and learn how we can help.

Typically, people come to us when they are looking to change their life, or they’re worried about what the future holds. This means we work best with two groups:

People approaching retirement:

If that’s you, we will help you understand what you want from the next phase of your life. We’ll spend time understanding your aspirations and then develop a financial plan to ensure they are achieved.

People who are recently bereaved, particularly widows:

We will sympathetically help you get your affairs in order and, when the time is right, put a plan in place to secure your financial future.
As financial planners, we address your immediate challenges but then look to the future. We never just sell you a product and we always deliver thoughtful recommendations within the context of your objectives.

Our principal Financial Planner, James Harvey, is a qualified and experienced lifestyle financial planner. Based in Ealing, West London, he set up James Harvey Associates in 1998. Today, the business manages over £80 million on behalf of our clients.

Our services

We’re independent:

As independent financial planners, we’re not restricted in our choice of providers. Instead, we have the freedom to choose the best option for you, from the entirety of the market, when implementing our plans.

We believe in the power of listening:

Open and friendly conversation helps us get to know you, but we also believe in the power of stopping and listening.

We put you, your aspirations and objectives
first:

We believe we should discover your most essential aspirations in life before formulating a financial plan. That way, your finances can fully support your objectives.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

James Harvey Associates Ltd, Santon House, 53-55 Uxbridge Road, Greater London, London, W5 5SA

Similar advisers near you

Independent Financial Adviser 0.17 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Restricted - whole of market 0.48 mi
I help people save money by consolidating their pension pots and getting them 'retirement-ready' so they can retire on their terms. 55 or older and want to take Tax-Free-Cash? Need to boost your retirement savings with a Redundancy Lump-Sum?
 
Independent Financial Adviser 0.69 mi
Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
 
Independent Financial Adviser 0.92 mi
A Family run firm built over 30 years of client trust. Backed by The AFH Financial Group - one of the largest advisory firms in The UK with in excess of £6 billion under management. We are offering telephone or Teams for all initial enquiries.