JM

James Marlow

Director

James Marlow is an experienced financial professional currently serving as the Director at Priority Wealth Planning since October 2024. Prior roles include Regional Financial Planning Manager at Armstrong Watson from May 2021 to October 2024, focusing on bespoke financial planning advice for individuals and businesses, and Retirement Advice Consultant Manager at HSBC from October 2013 to April 2021, where James managed a team of consultants and oversaw complex pension advice. Additional experiences encompass roles at Consortio Wealth Management as an Independent Financial Adviser and at Skipton Financial Services in various capacities, culminating in technical assessments of adviser accuracy. James also took a sabbatical for world travel between October 2006 and October 2007. Education was completed at Bingley Grammar School from 2001 to 2006.

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Leeds, United Kingdom

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