The Wealth Harbour team are a blend of highly experienced financial professionals combined with non-industry individuals; bringing a fresh perspective to financial planning and the service we provide. Together, we'll help you achieve what you really want for you and your family.
James specialises in creating clear and coherent paths for wealthy families and those who are approaching retirement.
His unique skill in taking perceived complexity and making it logical enables his clients to engage and understand the process fully; the end goal being a fulfilling financial lifestyle and a sustainable future for their whole family.
Hilary, a first-class graduate from the University of Sheffield, achieved chartered status in 2019 before age 30. With experience at a top Gloucestershire firm and Schroders Personal Wealth, his focus is retirement, business exits, and intergenerational wealth. Known for his technical strength, Hilary simplifies complex planning, helping clients secure a lasting financial future.
