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.