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James Painter
James Painter
About
James is an Associate Financial Adviser at The Private Office, working from our London and Bath offices and covering areas such as Oxford, Reading and Guildford. As a qualified financial planner, he takes the time to learn the personal goals, values and future plans of each client to build financial plans that fit their lives.
Using a holistic approach, James offers advice on everything from retirement and estate planning to investment and protection advice. He takes pride in converting complex financial jargon into simple-to-understand solutions.
James has worked in financial services since 2019 and brings valuable experience from other firms, including one specialising in US-connected families living in the UK. He has also worked as a Paraplanner – a specialist role responsible for conducting technical research, financial analysis, and report writing – which gives him a strong technical foundation for the advice he delivers.
Since achieving his Diploma in Regulated Financial Planning, James has been working towards Chartered status to keep developing his technical knowledge and practical skills. He also holds a first-class degree in Accounting & Finance from Oxford Brookes University.
When he’s not building financial plans for clients, you'll usually find James hiking in the Yorkshire Dales, training for his next marathon, or exploring somewhere new with a coffee in hand.
Areas Of Expertise
- Retirement planning
- Investment advice
- Estate planning
Qualifications
Diploma in Regulated Financial Planning
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. James works from our office in central London and covers areas such as:
Dan Alder locations
Dan Alder map
- Henley-on-Thames
- Gerrards Cross
- Bristol
- Chepstow
- Swansea
- Stroud
- Maidstone
- Sutton Coldfield
- Swindon
- Frome
- Wokingham
- Guildford
- Kettering
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view James's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
The Private Office is a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
At a glance
- Diploma qualified financial planner
- Working in financial services for 7 years
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.