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James Makin

BA Hons, DIPFA
I recognise that my clients' circumstances and goals can change over time, and so I am committed to regularly reviewing the solutions provided, adapting them where necessary to ensure continued suitability.

About

Following my successful graduation from Manchester University, I spent four years working in the insurance industry. I qualified as a Financial Adviser in 2001, and embarked upon a highly successful career providing financial advice on the high street, working for ten years as a Senior Financial Adviser for the Halifax, followed by seven years with Nationwide as a Financial Planning Manager.

During the last eighteen years I have acquired a wealth of experience and industry knowledge, and have built a strong reputation of trust, integrity and professionalism in the local area. I offer a warm, personable, face to face advice service, so that my clients feel comfortable enough to discuss their financial aspirations. I then provide a bespoke advice solution to suit their needs which is clear and easy to understand, cutting through any financial jargon.

Over recent years I increasingly found that my clients needed help with all of their financial advice needs, and required a wider range of advice and solutions than I was able to offer in my employed role. My desire to provide this, coupled with a long standing aspiration to run my own business, led me to establish James Makin Wealth Management Limited, as an Associate Partner Practice of St. James's Place.

In order to ensure I provide the best advice possible, I am committed to keeping my knowledge up to date, and enhancing my level of professional qualifications.

Outside of work I love spending time at home with my family. I live in Hove with my wife Chantelle and my three children Isabella, William and Alba. I also enjoy walks on the beach, socialising with friends, playing sports and travelling.

James Makin Wealth Management Limited was established in 2018, when its Director James Makin accepted an invitation to join St. James's Place.

In the increasingly complex world of finance, we believe that the need for trusted, face to face financial advice is greater than ever. We look to build long term relationships with our clients, and provide them with tailor-made solutions to help them achieve their financial goals and aspirations.

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Advice and services

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

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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.

SJP Approved 11/04/2024

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 Makin Wealth Management Ltd is registered in England and Wales, Number 11343718. Registered Office: 225 London Road, Burgess Hill, West Sussex, RH5 9QU.