James Harvey DipPFS DIRECTOR

James is a Co-Founder and Director at Forseti Wealth Partners

He is passionate about building genuine, long-term relationships with clients, supporting them in achieving their personal goals in a tax-efficient and cost-effective manner.

James understands that discussing finances can feel daunting, which is why he places a strong emphasis on creating a relaxed and open environment. His approach is centred on providing transparent advice, ensuring clients feel fully informed and in control of their decisions at every stage.

Having gained valuable, first-hand experience in the industry, James recognises the critical role financial advisers play in the lives of busy professionals.

Outside the office, James is a fluent Spanish speaker with a passion for tennis and a qualified ski instructor who enjoys staying active and spending quality time with friends.