James Annely
MLP Wealth Management Ltd
Minimum savings/pensions: Over £250,000
Minimum mortgage: Over £500,000
0208 166 7217
Based in Banstead
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
Last checked: 11 December 2025
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
82
Recent Client Reviews
James has received 82 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 82 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 17 October 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.
3
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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 not yet added their fees to their profile
Fees not yet added
James has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 6 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 6 first impressions)
* Fully Qualified Financial Planner * Free Initial Consultation * Retirement Planning * Inheritance Tax Planning * Investment Planning * Pension Advice/Reviews * ISA Advice/Reviews * Investment Advice/Reviews * Mortgages * Equity Release * Protection Advice; including Life Insurance, Critical Illness, Income & Business Protection