James Lindley

James is the trusted adviser to an affluent client base throughout London and the UK. Acting for his clients as their private family office, James specialises in dealing with a select number of high net worth and ultra-high net worth private clients and families through a highly personalised and bespoke service. He takes considerable pride in developing and maintaining long term and sustainable relationships with his clients through an in-depth understanding of their personal circumstances and needs. James was recently voted as one of the ‘Top Advisers in the UK for 2019’ an award published in the Times Newspaper based on client feedback.

Pension planning for SME owners
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By James Lindley