We believe the key to effective financial planning is to be clear about your objectives for life.
James Harvey, Certified Financial Planner, Registered Life Planner
After a comprehensive search and mutual due diligence process, James Harvey Associates (JHA) has been acquired by financial planning firm Finura.
I made the decision after becoming increasingly aware of the need to develop a succession plan for JHA whilst having no immediate plans to retire. Both myself and Jennifer will continue to work as members of the Finura team.
There are many reasons why Finura was ultimately my choice, but most importantly was a strong cultural alignment, with Finura mirroring JHA’s ethos of putting financial planning, lifestyle modelling and behavioural finance at the heart of the Client proposition.
From 1st December 2021, myself and my team will be closing the Ealing office and joining Finura at their head office in central London. Our website will also be redirected.
Our new contact details will be:
20 Old Bailey
Finura website – https://www.finura.co.uk/
We very much look forward to welcoming you to our new office.
Meanwhile, if you have questions, please do get in touch.Find out more
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