Response rating
7.0/10
FCA verified
12th February 2018

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
Approaching retirement? Trying to make sense of it all? We are West London retirement specialists..
We can advise you on
    • 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
Meet our advisers
James Harvey
Director
Accreditations
Certified Financial Planner
Where to find us
About us

James Harvey Associates, based in Ealing for over 15 years, provide retirement planning advice to professionals and executives. As a boutique firm we appeal to clients who value a personal service.

Our services

We listen and focus on what really matters to you and your family. It's about more than the money. We understand the issues facing professionals and executives approaching retirement. Our communication is straightforward; no jargon. Using common sense and some powerful sofware we help you see your choices clearly.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0

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