Guest
James Wilson
James Wilson specialises in wealth management, retirement planning, cash flow forecasting, UK tax planning, and inheritance and estate planning.
He entered the world of wealth management after struggling to find the right guidance for his own investments. Today, he helps clients make informed financial decisions through clear, practical advice — whether it’s traditional budgeting, tax-efficient planning, or school fee strategies. James is passionate about simplifying complex investment and tax matters, ensuring his clients feel confident and in control of their financial futures.
Outside of work, James can usually be found in the kitchen or out on the golf course.