James Orbell
ACSI
I provide wealth management and financial planning advice tailored to my clients' individual circumstances and goals. By understanding each client's specific situation, I aim to help my clients make good financial decisions in an uncertain world.
About
With over 25 years of experience in banking and asset management I have navigated a wide range of market conditions - gaining a deep understanding of what truly works and what does not. I founded James Orbell Wealth Management to put that insight to work for my clients, offering tailored financial planning and wealth management advice that adapts as life and markets evolve.
My aim is to build lasting relationships with individuals, families and business owners - helping them define their goals and create a clear path to a secure financial future. While the future is never certain, a well-structured plan can provide the clarity and confidence to enjoy life at every stage.
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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 30/09/2025
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.
