James Harvey Associates Limited

Independent Financial Adviser James Harvey Associates Ltd, Santon House, 53-55 Uxbridge Road, Greater London, London, W5 5SA
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
17th December 2018
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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
Meet our advisers
James Harvey
Independent Financial Planner
Accreditations
Certified Financial Planner
What our clients say
“It’s an excellent service. I enjoy the discipline and our face-to-face meetings once a year. As a bit of a control freak, I feel I should be doing more to understand all the figures, but I really find the detail a bit boring. I could do the research myself as I do for everything else, but I don’t really understand it enough and wouldn’t have much confidence in the results. Financial decisions are all long-term; everything else in life is short-term, so our relationship and continuation has been a big reassurance. You stop me making mistakes. I also appreciate the way you blend the emotional side of decision making with the factual. I have introduced my three best friends to you, my mother and my sister. These introductions take some courage, as the liability that exists if the relationship goes wrong is huge. What more can I say about trusting you?”
ANDREA GAWN, London
“A key moment for me was when I left full paid employment and wanted to set up my own business from scratch. Not only did this coincide with a recession but my wife also had the urge to move to a bigger house. I thought the two things were quite mad, particularly the thought of getting the largest mortgage of your life in your fifties. You calmly suggested that we ran the numbers to see if it was possible. It was and it completely transformed our lives. My wife loves the house and I love my business and I don’t think either of us would have been that content if we hadn’t done what we wanted. Your capacity for listening is very unusual. Most people I’ve come across in the financial industry don’t stop talking and selling. You do exactly the opposite. You stop, listen and come back with very thoughtful advice.”
PETER DALE, London
“You’ve been advising me on various aspects of my finances for thirty something years and you have always been very helpful, thoughtful and attentive. We have great confidence in you. The most important thing for us is when I retired, you were able to help us organise our finances so that we could do what we wanted to do. Despite all the ups and downs of the financial markets and whichever recession has been biting at the time, your recommendations have always worked out and you have always gone to great pains to make sure it fits with our life plan. You are also wonderful at explaining things. Even Judy, who has never really been keen on finance, feels better educated and happy in the knowledge she knows what’s going on. It’s a great comfort to know that everything is in safe hands.”
JUDY & BRIAN GORE, London
“Our main worry is not having enough to support the lifestyle we want. There is so much gloom and doom out there it is hard to understand the reality of the world. I always feel relaxed and in control after our meetings. You present the reality of our situation and I have confidence that you would tell us if we needed to make changes. I love the graphs that you use; I feel I grasp things better this way. Pictures say so much more than numbers do.”
JENNIE NORWOOD, London
“I previously used one of the big banks for financial advice but on retirement I found the service poor and inattentive. Things got missed and I didn’t have the confidence that they were managing the situation. After all this was the accumulation of a life time’s savings, it was very important, our future depended on it. This caused me considerable stress. I liked your starting point of meeting Viv and me to get a clear understanding of our lifestyle, our financial concerns and talking about how your financial planning might best be tailored to meet our aspirations. Importantly the structure that you have in place for financial updates and review meetings provide us with great confidence that our financial affairs are at all times being properly looked after.”
RAMSAY & VIVIEN MASON, London
Where to find us

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

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

James Harvey Associates Limited is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales. Company number: 05033164. Registered Office: Santon House, 53-55 Uxbridge Road, Ealing, London, W5 5SA.

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Our Life Centred Planning helps YOU achieve the best life possible with the money you have.