With over two decades of experience in the financial services industry, I have dedicated my career to helping individuals, families, and business owners make informed, strategic decisions about their wealth. As a Level 6 Chartered Financial Planner and a proud member of the Chartered Insurance Institute, I offer tailored advice across all areas of financial planning, from retirement and investment strategies to tax-efficient business structures and estate planning.
I founded Priority Wealth Planning to provide a more personal and flexible approach to financial advice. I wanted to create a firm where trust, clarity, and long-term relationships come first: where clients feel heard, understood, and empowered. Priority Wealth Planning was built to help guide people through life’s financial complexities with confidence, ensuring their wealth works for them, their families, and their future.
James provided peace of mind that my affairs are fully in order and working well for me.
How has James Marlow helped you?
James made a huge impact straight away, identifying a potential huge tax issue and advising how to limit this with an existing trust arrangement. His Knowledge and expertise around trust planning and distributing assets tax efficiently has been excellent. He's managed expectations and worked closely with a recommended solicitor to ensure everything is sorted out properly. To do this he's kept all the trustees informed and provided an excellent service throughout. He's now helping the wider family and someone I would highly recommend.
Walter
James's his ability to communicate in British Sign Language has made the process even more efficient
How has James Marlow helped you?
James Marlow has been incredibly helpful by providing expert advice on my insurance and protection needs as well as guiding me through pension planning. He took the time to understand my financial goals and tailored his recommendations to suit my specific situation. His professionalism and clear explanations have given me confidence in making informed decisions about my financial future. Additionally, his ability to communicate in British Sign Language has made the process even more efficient and comfortable, ensuring very clear communication throughout.
Mr Khan
James helped by carrying out a detailed assessment of my financial position
How has James Marlow helped you?
James helped by carrying out a detailed assessment of my financial position using my pension data, from which he developed a model that helped me better assess my options for myself/family. This was particularly useful in understanding options of taking my pension earlier or not from my defined retirement age along with any impact.
