James Temperley (AFPS, Chartered FCSI, CFP)

What attracted you to a career in wealth management?

With over 20 years of experience in financial services, I've honed my expertise as a Chartered Financial Planner and Wealth Manager. My journey began with large professional firms, where I advised private individuals on their personal financial planning. I hold a strong commitment to helping clients achieve their financial objectives. My qualifications and dedication have drawn me to this field, where I focus on areas such as pensions, retirement planning, investment planning, and tax/inheritance tax planning. It's the opportunity to make a meaningful impact on clients' financial well-being that fuels my passion for wealth management.

How do you approach your role on a daily basis?

My role at Quilter Cheviot Financial Planning involves providing personalised financial advice to private individuals and families, professionals, business owners, and company directors. I work closely with my clients to tailor financial strategies that meet their unique needs and aspirations. Whether it's pension planning, retirement goals, investment strategies, or tax planning, I'm dedicated to ensuring that each portfolio aligns with my clients' objectives. Frequent communication, both written and in-person meetings, is the cornerstone of my approach, allowing me to adapt to their evolving financial needs.

What are your interests outside of work?

Beyond my professional endeavours, I cherish my time spent with my high-energy five year-old. Family is a top priority, and I'm often kept on my toes.