About Me

With almost 25 years’ experience in Wealth Management and the Investment Markets and through my detailed understanding of the unique opportunities currently available, I specialise in creating highly personalised and strategic Wealth Planning solutions to individuals and business owners in London.

My Focus is to use detailed Financial Planning Reporting to cover all elements of Wealth Management, from pension advice to investment and portfolio management for a multi-generation approach. My emphasis is on building long-term relationships with my clients, becoming their only source of trusted advice as their financial needs evolve over the years.

  • James Barlex

    Financial Adviser

    I am a team of One, which gives me the clarity to focus on my clients, however I do have support helping me. The support I receive through Marketing, Administrators and Mortgage Brokers enables me to focus solely on developing and then maintaining the best strategy for you.

    james@jbwealth.co.uk

Get in touch

  • 07900806896
  • Email Us
  • 80 Silverthorne Rd,
    Battersea
    London
    SW8 3HE