James Hoare
DipPFS, EFA, CertsCII(MP&ER)
I have worked in the industry since 1999 and over the course of my career, built up a wealth of knowledge and experience so you can be confident you are in safe hands. I was first introduced to the World of Financial Advice by my father, Jeffrey, who was himself a financial Adviser until he retired in 2019.
Living by the Coast and a town famous for fishing, I am not only a keen sailor but also proud to be a volunteer crew member and Deputy Coxswain of the All-Weather Lifeboat at Torbay RNLI Lifeboat station in Brixham.
About
James Hoare Wealth Management aims to provide a very personal service and smaller firm feel. We will help you set and achieve your goals by providing holistic financial planning and wealth management in areas including investment planning, pension planning, retirement planning, later life planning and inheritance tax planning to name but a few. We help clients typically in and around Torbay and the South-West, although we have many clients further afield.
Our Principal James Hoare has worked in Financial Services for over 24 years and has ambitions to continue growing the practice in the future; but without compromising and losing the personal and smaller firm feel often lost when individual firms become too big! We want you to know who you are speaking with and for you build a relationship with not just your Adviser, but also the direct support staff.
Although we are a small firm, being a Partner Practice of St. James's Place, we have the added background support of a larger organisation.
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 16/11/2023
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.
