James firmly believes in the power of using life planning principles to take financial planning to a level at which is it expertly thorough, bespoke and impactful.
James 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. His 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.
Trained as a financial adviser in 1982, James initially worked for Hambro Life, which later became Allied Dunbar, leaving as Branch Manager after 16 years.
With a desire to provide truly expert, independent lifestyle financial planning services, he launched James Harvey Associates in 1998.
James lives in Ealing and is married to Diana. They have two children in their early twenties.
Outside work, James has a passion for the piano. Involved in teaching and arranging, you’ll find Rachmaninov, Gershwin and Debussy on his list of favourite composers. His other love is sailing; James is co-owner of a 20-year-old Oyster Heritage 37. He prefers the longer passages and past trips include Norway, France, Spain, Ireland and the Azores. The boat now lies in Greece, although not for long.
All financial advisers in the UK must be registered on the Financial Conduct Authority (FCA) register and hold a valid Statement of Professional Standing (SPS). In an age where we know it’s important to start building trust as soon as possible, you can find James on the FCA Register and you can read his SPS below.
You can view James’ entry on the FCA Register by clicking here.
You can view James’ SPS by clicking here.
Running a modern financial planning firm is very different now to how it was 10 years ago. We outsource to other professionals, who are known as our Associates. They are experts in their field and enable us to deliver a consistently high standard of service.
Our Associates are:
Brett Davidson, FP Advance
Brett and his team provide us with advice and strategic thinking to help shape the future direction of James Harvey Associates.
Tim Hale, Albion Strategic
Tim helps us to build systematic, risk-focused investment strategies which we use to help clients achieve their goals.
Paradigm Partners provide compliance support, keeping us abreast of regulatory changes and reviewing our advice.
Chris Picknell, EpicNet
EpicNet fulfil a crucial role, helping us to harness the power of technology to ensure the smooth running of the business.
Sheila Huxley & Debbie Evans Dudley, CHD Accountancy
Running a business regulated by the FCA presents unique accounting challenges, CHD Accountancy helps us to meet these head-on.
Tony Wickenden, Techlink
Tony and his team provide technical support, allowing us to solve sometimes complex financial planning challenges.