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James Harrison, APFS

Chartered Financial Planner

Prior to joining Path, James worked in investment analytics before spending six years at a leading London wealth manager. Here he helped professionals in accountancy and law, whilst studying towards the Advanced Diploma in Financial Planning and subsequently obtaining Chartered Financial Planner status in 2020.

James understands that the benefits of financial planning are best realised by doing the simple things consistently over time, but that adding a layer of purpose to your investments means that money matters need not be boring. He believes that aligning money and values will have an ever-increasing role to play in the world of personal finance – with emotive and qualitative factors being more prevalent now than ever before – and hopes that the wealth management sector will continue to innovate with these elements at its core.

Email:james.harrison@thepath.co.uk

Telephone:03330 503 300, ext. 819

Articles by James Harrison

A COLLECTIVE CALL FOR CHANGE

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RISK WARNING
As always with investments, your capital is at risk. The value of your investment can go down as well as up, and you may get back less than you invest. This information should not be regarded as financial advice.