James firmly believes in the power of using life planning principles to take financial planning to a level at which is it expertly thorough, bespoke and impactful.
James is both a Certified Financial Planner, as awarded by the Chartered Institute for Securities & Investment, and a Registered Life Planner with The Kinder Institute of Life Planning. His training and qualifications have helped him develop an advanced set of skills, knowledge and experience; enabling you to achieve your most meaningful and deeply-felt aspirations.
Trained as a financial adviser in 1982, James initially worked for Hambro Life, which later became Allied Dunbar, leaving as Branch Manager after 16 years. With a desire to provide truly expert, lifestyle financial planning services, he launched James Harvey Associates in 1998. in 2021, James Harvey Associates was acquired by Finura, with both James and his support team integrating into the Finura family.
Outside work, James lives in Ealing and is married to Diana. They have two children in their late twenties. James has a passion for the piano. Involved in teaching and arranging, you’ll find Rachmaninov, Gershwin and Debussy on his list of favourite composers. His other love is sailing; James is co-owner of an Oyster Heritage 37. He prefers the longer passages and past trips include Norway, Northern Europe, Ireland, the Azores, Madeira and now the Mediterranean.