0203 544 6810
Based in Twickenham
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: March, 2017
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 January 2026
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
24
Recent Client Reviews
James has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 24 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: 21 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
I am a Chartered Financial Planner (APFS) and Chartered Financial Analyst (CFA) - two of the most respected qualifications in wealth management. These designations reflect a commitment to the highest standards of ethics, technical expertise, and professional excellence, which guide every aspect of my work. At Wade Wealth Partners, we believe financial planning is about more than numbers; it’s about helping people live the lives they want with confidence and clarity. We combine deep technical knowledge with a highly personal approach, ensuring that every client feels understood and supported throughout their journey. Our team is deliberately small and highly skilled, which allows us to deliver a premium service at a price significantly below the market average. Because of our experience and long-term commitment to the profession, clients can be reassured that the trusted relationship they build with their adviser will be a lasting one. If you value clear, thoughtful advice and a personal service designed to help you manage your finances and safeguard your future, we would be delighted to explore how we can work together.