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