Priority Wealth Planning
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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Priority Wealth Planning
Priority Wealth Planning provides financial advice to individuals and owner managed businesses to ensure there's a robust plan to meet your objectives which include the following: 1. Cashflow Modelling- To ensure you have sufficient funds to manage a sustainable retirement. 2. Protection- Ensure your loved ones and business is protect in the event of illness or death. 3. Tax Efficiency- Extracting funds from a business in a tax efficient way. 4. Retirement Planning- Ensure any existing pensions are aligned to your objectives and working as well as they can. 5. Savings & Investments- Ensure your funds are in the investments to provide the opportunity for growth and to protect against inflation. 6. Inheritance Tax Planning - Look at the available options to pass on your wealth and limit or reduce the potential tax burden for your beneficiaries. 7. We work with professional connections to ensure there's a collaborative approach to meet your needs, whether that's your own solicitor, tax adviser or accountant. Equally, we're happy to introduce you to any professional services as required. At Priority Wealth Planning we offer the opportunity for an initial consultation at our expense, which gives you the chance to understand the process and any associated fees. We aim to work with you and create a long standing relationship and be your trusted adviser. Priority Wealth Planning is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. 2plan wealth management Ltd. is entered on the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270.