James Marlow

James Marlow

Priority Wealth Planning

Minimum savings/pensions: Over £100,000

0113 238 5321
Based in Otley
View location
Top Rated 2025
Verified since: September, 2021
4.9 out of 5

54 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 06 April 2025

    James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    James has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 14 March 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 20

    Qualifications Uploaded

    20 qualification certificates available to view

    James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    James has provided information on their typical fees

    James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 16

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with James

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 16 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 06 April 2025

    James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    James has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 14 March 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 20

    Qualifications Uploaded

    20 qualification certificates available to view

    James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    James has provided information on their typical fees

    James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 16

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with James

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 16 first impressions)

James is a Chartered Financial Planner and has worked in financial services for over 20 years. His background includes training advisers in a national bank, managing a team of financial planners in a top 10 national accountancy firm and providing holistic advice to individuals and owner managed businesses. He takes pride in the customer journey and has expertise in Pensions, Trusts, Inheritance Tax Planning, Investments and Protection and the ability to understand the broad spectrum of sophisticated planning which may be required. James is also keen to build trusted relationships and work with clients to create and maintain wealth through strategic planning which is consistent with general market conditions and individual circumstances. Having setup 'Priority Wealth Planning' he can continue to provide advice at a fair cost with continuity, and without any adviser turnover which is key to building and supporting individuals throughout their journey.

Offers available through VouchedFor

If you choose to receive advice from James after contacting them through VouchedFor then they will discount their fees by £100.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About James's clients

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Clients' level of financial expertise

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