James Priestley

Financial Planner
James' qualifications
01226 447755
james@waterbridgewealth.com
James' qualifications

Qualifications

  • FSRE (Financial Services, Regulation and Ethics)

    This qualification delivers a comprehensive introduction to the UK financial services and focuses on the environment, key components and interrelationships of the financial system, and legal concepts relevant to retail financial advice.

  • DipFA (Diploma for Financial Advisers)

    The Diploma is the high-quality route to meet the standards required for providing financial advice. The programme is designed to reflect the role of an IFA, providing individuals with a thorough understanding and the practical skills to apply in practice.

  • AFA – Taxation

  • AFA – Investment

  • AFA – Protection

  • AFA – Retirement Planning

When James' at work

My role centres around building strong, long-term relationships with clients and helping them achieve their financial goals by advising them around their Pensions, Savings and Investments, as well as protection needs.

I conduct annual reviews with my clients to ensure that their current financial plan remains suitable. These reviews help us stay aligned with our clients’ evolving objectives and enable us to make adjustments where required. I’m also involved in client servicing, ensuring we provide a high standard of ongoing support and communication. I also work closely with our administration and paraplanning team to make sure everything runs smoothly.

What James gets up to in his spare time

Outside of work, James stays active by running and playing tennis, and he’s an avid Formula 1 enthusiast.

He also enjoys spending time with friends and family and going on holiday.

We put James on the spot

What is your proudest accomplishment?

Purchasing my first home.

If you could have dinner with any historical figure, who would it be?

Michelangelo.

What fictional world would you love to visit?

Pandora from Avatar.

What hobby have you always wanted to pick up?

Motorsport/car racing.

You’re in good company

Working with clients and transforming their lives is our favourite part of this job. Rather than talking about what we do, we’ll let our clients share their stories and feedback.

Brian and Karen

Leonie and Steve

Lloyd and Donne

Rob and Anne

Russ and Fiona

Graeme
99%

99%

of clients would recommend us to family, friends or work associates

96%

96%

believe working with us has helped or will help them to achieve their financial objectives

100%

100%

were satisfied that we understood their needs, aspirations and objectives

Get in touch with the team

Use the form here to get in touch with the Waterbridge team. Please provide as much detail as possible, and we’ll get back to you as quickly as we can.

    Waterbridge Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA number: 734536. Registered in England and Wales. Company number: 09883876 Registered address: 13 Market Street, Penistone, Sheffield, England, S36 6BZ.

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