James Bowers — Network Financial Adviser in Leeds
About James Bowers
James Bowers is a Senior Wealth Management Consultant at Sovereign Wealth Ltd. With over 10 years in financial services, James combines technical expertise with a people-first approach—supporting individuals, families, and business owners on their journey to long-term financial security. James takes pride in simplifying complex financial matters and building relationships rooted in purpose, not just numbers. Whether you’re looking to retire early, support your children, or protect your business, he takes the time to understand your goals and tailor a strategy that works for your life. As he says: “Only when we’re both aligned on a clear direction can we call it a successful coffee.”
Services
- Retirement planning
- IHT planning
Specialisations
- Retirement Planning
- Tax Planning
- Investment Management
- Inheritance Tax Planning
- Pension Planning
Qualifications
Diploma in Regulated Financial Planning (CII)
Regulation
James Bowers is FCA-verified (firm: Soverieng Wealth).
Frequently Asked Questions
Is James Bowers an FCA-regulated financial advisor?
Yes. James Bowers is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does James Bowers offer?
James Bowers offers Retirement planning, IHT planning. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use James Bowers?
Fees vary depending on the service, the complexity of your situation and the assets involved. James Bowers will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
James Bowers works as part of a network, with access to a carefully selected panel of providers. Network advisors share resources and compliance support but still tailor advice to each client's individual goals.
How do I book a consultation with James Bowers?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message James Bowers directly through the contact form.
Does James Bowers work with clients outside Leeds?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. James Bowers is based in Leeds but you can confirm preferred meeting locations and video options when you book your initial call.