James O'Gallagher
BSc, DipPFS
I am passionate about working with clients to help them towards hitting ambitious targets that can change theirs and their family’s lives; encompassing generations. To achieve this it is essential to build trusting and long term personal relationships with my clients. I am based in Devon but work across the UK.
Having played professional rugby and been in the Royal Marines I have developed a strong work ethic which I have taken forward into my financial career.
About
I have been in the financial workplace since 2017 and have experienced good advising and bad advising. I have also found gaps in care and professionalism. I believe that I can use my knowledge, ability and values to help people reach their financial goals and also help them create a family legacy that can last through generations. This has led me to set up my own Wealth Management business, James F. Fox Wealth Management, a Partner Practice of St. James's Place.
I am here to help you plan for your future; supporting you in your saving goals be it for yourself, your children’s education or your parents’ care.
My advice covers all aspects of Financial Planning, Investment Planning, Retirement Planning and Protection Planning and much more. I work with individual clients but also families to help achieve their life goals and objectives. I can also help companies save Corporation Tax and it's also important to me to teach the younger generation about money management.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 02/11/2023
The Partner Practice 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.
