James Phillips
Chartered Independent Financial Planner
James has more than seven years of experience in financial services, working in both technical and client-facing roles.
James’s background includes paraplanning and technical support, which has provided a strong foundation for complex areas such as pensions, trusts, and estate planning. Now, as a financial adviser, James uses that expertise to provide clear, personalised advice tailored to each client’s goals.
James specialises in retirement and trust planning, helping individuals structure their finances tax-efficiently and plan with confidence for later life. His approach is relationship-led, with an emphasis on measurable outcomes, long-term value, and ongoing support.
Specialisms
- Pension planning
- Inheritance and Trust planning
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Our team of independent financial advisers have some of the highest qualifications in the UK and they are committed to achieving financial security for their clients.
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Arcus Wealth is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. Registered number: 05280582.
Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk
Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.
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