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

James Bourne Wealth Management Ltd

James Bourne

APFS
I believe in spending the time to build long term trusted relationships with clients providing genuinely tailor made solutions, which are flexible enough to adapt to changing needs and goals over time.

About

James Bourne is a highly experienced Chartered Financial Planner, having worked in the industry for the past 16 years.

James has been awarded the prestigious Chartered Financial Planner designation by the Chartered Insurance Institute (CII). Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree.

Prior to joining St. James's Place Wealth Management, James had a very successful career working for the banks and building societies, during which James achieved many accolades but his proudest achievement is having built a reputation of trust and integrity, with the ability to explain potentially complex financial jargon in an easy to understand way.

In 2017, James recognised that his clients needed him to be able to help them with all of their financial advice needs and therefore demanded a wider scope of advice and solutions, whilst also wanting the financial strength and reassurance that a large company provides.

Following an in-depth search of the market James made the decision to accept an invitation to join the prestigious St. James's Place Wealth Management. St. James's Place is a FTSE 100 company and one of the leading wealth management organisations in the UK, managing £117 billion of clients hard earned wealth.

James believes that their Investment Committee and wide scope of financial advice are perfectly suited to private clients needs and enables James as an adviser to do the job he loves of providing holistic face to face financial advice and recommending tailor made solutions, without sacrificing his personal touch.

James is married to Zoe and they have a daughter Isabella and live together in Ratton, Eastbourne. He has access to all the St. James's Place offices throughout the UK to meet with his clients.

James frequently spends time advising clients at St. James's Place Lombard Street London, and at St. James's Place London Road Westerham. Alternatively, James advises clients at their place of work or in the comfort of their own homes throughout the South East.

Whether your preference is to meet James at one of our location offices, your place of work, or at your home this can be easily arranged.

James is qualified as a Pension Specialist and holds the following professional qualifications:

  • Chartered Insurance Institute AF1 Personal Tax and Trust Planning (Advanced Diploma)
  • Chartered Insurance Institute AF3 Pension Planning (Advanced Diploma)
  • Chartered Insurance Institute AF4 Investment Planning (Advanced Diploma)
  • Chartered Insurance Institute AF5 Financial Planning Process (Advanced Diploma)
  • Chartered Insurance Institute AF7 Pension Transfers (Advanced Diploma)
  • Chartered Insurance Institute JO5 Pension Income Options
  • Chartered Insurance Institute JO10 Discretionary Investment Management
  • Chartered Insurance Institute Advanced Diploma in Financial Planning
  • Chartered Insurance Institute Diploma in Financial Planning
  • Chartered Insurance Institute Financial Planning Certificate
  • Chartered Insurance Institute Certificate in Pension Transfer Advice
  • London Institute of Banking and Finance Diploma for Financial Advisers

In addition, James also has access to the vast resources of St. James's Place taxation, trust* and pension experts who work alongside him.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*Trusts are not regulated by the Financial Conduct Authority.
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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James Bourne

Fornells, 21 The Combe, Eastbourne, East Sussex, BN20 9DB

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

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.

James Bourne Wealth Management Ltd is registered in England and Wales, Number 10947383. Registered Office: Fornells, 21 The Combe, Eastbourne, East Sussex, BN20 9DB.
James Bourne
James Bourne Wealth Management Ltd
07787 010500