We are independent lifestyle financial planners

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

As lifestyle financial planners, we believe in discovering your most essential aspirations before formulating a financial plan to achieve them. That way, your finances fully support 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, we manage over £80 million on behalf of our clients.

We do most of our work with two types of people: those approaching retirement and those who have been recently bereaved.

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What makes us different

James Harvey is both a Certified Financial Planner, as awarded by the Chartered Institute for Securities & Investment, and a Registered Life Planner with The Kinder Institute of Life Planning.

            

James’ training and qualifications have helped him develop an advanced set of skills, knowledge and experience; enabling you to achieve your most meaningful and deeply-felt aspirations.

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Lifestyle Financial Planning

We are lifestyle financial planners.

That makes us different to a traditional financial adviser. We believe money has a job to do, and that’s to support your life.

It is our practice to discover your most essential aspirations in life before formulating a financial plan. That way, your finances can fully support your objectives.

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Our team

Our team isn’t just James alone.

He is supported by Jennifer and Katherine, our experienced and dedicated Administrator and Paraplanner, who are based in Ealing, West London.

We are also supported by our Associates; their expertise enables us to deliver a consistently high standard of service.

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Contact us

To get in touch with the team, please complete our contact form.

Find us

For more information on how to find our office, click here.

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