Our company
Forseti Wealth Partners gives financial advice to individuals, families and business owners across the UK. James Harvey and Archie Wilson founded the firm in London in 2025, and between them they have more than 17 years’ experience in retirement planning, tax, protection and estate planning.
Most clients come to us about one thing, often retirement or inheritance tax, and find it touches several others. So we look at everything you hold before recommending anything, and we review the plan with you at least once a year, because the rules change at most Budgets and so do people’s circumstances.
The firm, in short
Founded
2025, in London
Advisers
James Harvey DipPFS and
Archie Wilson CFP™ Chartered MCSI, both directors
Network
Appointed representative of
Quilter Financial Services Limited
FCA reference
1026675
Office
Senator House,
85 Queen Victoria Street, London EC4V 4AB
Our team
James Harvey
Co-founder and director
- DipPFS
James works with clients over the long term, helping them reach their own goals while keeping tax and costs as low as he can.
He knows that talking about money can feel uncomfortable, so his meetings are relaxed and unhurried. He explains the reasoning behind every recommendation in plain terms, so clients know what they are deciding and why, and the decision stays with them.
Outside the office, James speaks fluent Spanish and plays tennis. He is also a qualified ski instructor.
Archie Wilson
Co-founder and director
- CFP™
- Chartered MCSI
- Chartered Wealth Manager
Archie has worked in financial services since 2015, with a background in pensions and stockbroking, and advises London professionals, business owners and retirees.
Investment planning is part of his role, but his particular focus is tax and legislation: when allowances or reliefs change at a Budget, he makes sure clients’ plans change with them.
He is a Chartered Wealth Manager and a Certified Financial Planner, two of the most senior qualifications in the profession.
Outside of work, Archie is a keen skier and can often be found trying his hand at various racket sports around London, with questionable success.
Start with a conversation
An hour with one of our advisers, at our cost, with no obligation afterwards.
Book a consultation