James Bowers — Network Financial Advisor in Leeds
About James Bowers
James Bowers is a Senior Wealth Management Consultant at Sovereign Wealth Ltd, a Principal Partner Practice of St. James’s Place. 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
- Inheritance Planning
Qualifications
Diploma in Regulated Financial Planning (DipFPS)
Regulation
James Bowers is FCA-verified (firm: Soverieng Wealth).
Frequently Asked Questions
Is James Bowers a regulated financial advisor?
Yes. James Bowers is FCA-verified and authorised under Soverieng Wealth, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does James Bowers offer?
James Bowers offers Retirement planning, IHT planning.
Where is James Bowers based?
James Bowers is a network financial advisor based in Leeds, serving the YO, BD, HD, HG, HU, HX, LS, S postal areas.
Does James Bowers offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with James Bowers directly through their Trusted Advisor profile.
What qualifications does James Bowers hold?
Diploma in Regulated Financial Planning (DipFPS)
How do I book a meeting with James Bowers?
You can book a free initial consultation with James Bowers directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.