Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Pension Advice, Retirement Planning and Pension Reviews
Retirement may no longer be a one-off decision, but rather a series of important choices to be made as you get older and your financial and personal circumstances change.
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Private clients
We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Working with Family, Matrimonial and Children
We collect information on investments, pensions and life assurance to assist in the divorce settlement process
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Long term care service
Arranging care for yourself or a loved one is an emotional and complicated time. We can help you with the important issues.
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James Bourne
James Bourne Wealth Management Ltd
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