Castle View Financial Planning

Associate Partner Practice of St. James's Place Wealth Management

James Lee, Managing Partner

James is one of the few Advisers in the U.K. to have achieved the CERTIFIED FINANCIAL PLANNER™ accreditation, the only globally recognised mark of professionalism for Financial Planners and in 2016 he was awarded the Jonathon Timms Memorial Prize by the Chartered Institute for Securities & Investments (CISI). This prize is awarded to the candidate who has produced the best financial plan to meet the FPSB certification standards over the year.

James is also a Chartered Wealth Manager and Chartered member of the CISI with over 16 years’ experience in the Financial Services Industry. Before becoming a Financial Adviser, James worked in various management, training and developmental roles and brings a strong coaching approach to his work, with his clients.

Tel: 0115 971 3179

Karen Louise, PA & Client Service Manager

Karen oversees the smooth running of the office and is responsible for our client care, ensuring that all clients receive the best possible service. Karen comes from an educational background having taught in local schools as well as working as a private tutor.

Ryan Richards, Financial Planning Assistant

Ryan assists James with day to day administration and helps to develop and review the financial plans for our clients.

Ryan is currently working towards the Financial Services Administration Apprenticeship and the CII Certificate in Financial Services