James Wallace

I’m a Chartered Financial Planner (and an IFA). I focus on advising professionals in particular solicitors, barristers and law firm partners. My purpose is to help people make the most of their time and hard earned money by creating a financial plan and putting in place strategic planning solutions tailored to their individual circumstances. I advise on areas from pensions, investments to IHT solutions. I aim to give clients peace of mind while they focus on living their life. For almost a decade I was a solicitor at two global firms, Allen & Overy and Baker & McKenzie, (dual qualified in New York, USA and England & Wales). This provides me with a unique ability to understand the demands, pressures and life of my clients. As a solicitor I specialised in pensions law giving me exceptional knowledge in that area. My background helps me to provide expert advice tailored to each client’s specific circumstances. Most people seek my help because they often don’t know: (i) how much is enough; (ii) the best and most efficient way to structure what they have; or (iii) how to plan for their future. Being a financial adviser is more than about money it is about understanding individuals and their purpose. I help my clients build a financial plan allowing them to recognise what they want in life and how to achieve it financially. I aim to build up long lasting working relationships with my clients. I work at Fairstone Wealth Management who are one of the UK's largest independent chartered financial advice firms. We offer independent financial advice and are the number 1 rated wealth management firm on TrustPilot. - Admitted as an Attorney in New York (2012) - Admitted as a solicitor in England & Wales (2014) - Financial Adviser (registered with the FCA) (2020) - Chartered Financial Planner (2021)