James Wagg

BA (Hons) FPFS

I have over 25 years of experience in managing clients’ financial requirements. I specialise in meeting the financial needs of my clients, whilst offering a high level of personal service.

About

I worked for HSBC Bank for over 21 years throughout East Anglia, undertaking Branch Manager, Commercial Manager and Independent Financial Adviser roles. I have considerable knowledge and experience of investment planning, tax and retirement planning, working with personal and business clients.

My principal aim is to provide completely trustworthy and ethical advice in a practical and straightforward manner. Many other financial advisers provide advice on a one-off basis, never seeing the client again. I firmly believe in building and maintaining long standing relationships with clients and their families, working with them through the many stages of their lives.

As a Senior Partner of St. James's Place, I have access to their distinctive and highly successful approach to investment management. This, combined with my knowledge, experience and ethics enables me to provide my clients with bespoke advice that they can really trust.

I am available to meet with my clients at their home, their place of business, my offices in Norfolk, or in St. James's Place offices in Witham or London. I am married to Helen, and have three children Stephanie, Thomas and Lucy. I enjoy music, having played piano in bands throughout my life. I also enjoy watching and playing sport, particularly golf, football and badminton.

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.