Harrison James Financial Planners, Partner Practice of St. James's Place Wealth Management

Financial Services • Milton Keynes, England, United Kingdom • 1-10 Employees

Company overview

Headquarters	58a High Street, Stony Stratford, MK11 1AQ, GB
Phone number	+446899643
Website	harrisonjamesfp.co.uk
NAICS	52
SIC	628
Keywords	Investment Planning, Wealth Management, Retirement Planning, Wealth Protection, Financial Life Planning, Inhertance Tax Planning
Founded	2009
Employees	1-10

Key Contacts at Harrison James Financial Planners, Partner Practice of St. James's Place Wealth Management

Paul Cox

Managing Director

Mandy Cox

Non-Advising Director

James Harrison

Ceo

About Harrison James Financial Planners, Partner Practice of St. James's Place Wealth Management

Harrison James Financial Planners Ltd specialise in providing advice to Private, Professional and Corporate clients. Using our 25 years experience, we believe in simplifying the process by bringing a ‘Plain English’ approach to the Financial Planning model. Harrison James expertise covers the broad spectrum of financial planning and will help you and your business to: • Grow wealth, specifically through our distinctive approach to investment management; • Preserve assets for long-term financial security; • Adequately protect assets from potential threats; • Effectively manage capital and borrowings. With you at the heart of all we do, Harrison James believe in effective communication to ensure that clients are kept informed of issues that may affect their financial wellbeing. Harrison James regularly publish a range of newsletters exclusively for their clients, including a Monday Markets Bulletin and quarterly magazine; The Investor

Harrison James Financial Planners, Partner Practice of St. James's Place Wealth Management revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Manager

Director

Employees by Department

Harrison James Financial Planners, Partner Practice of St. James's Place Wealth Management has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Harrison James Financial Planners, Partner Practice of St. James's Place Wealth Management has never raised funding before.

Harrison James Financial Planners, Partner Practice of St. James's Place Wealth Management Tech Stack

Discover the technologies and tools that power Harrison James Financial Planners, Partner Practice of St. James's Place Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Amazon Web Services

PaaS

HSTS

Security

Frequently asked questions

Harrison James Financial Planners, Partner Practice of St. James's Place Wealth Management is located in Milton Keynes, England, GB.

You can reach Harrison James Financial Planners, Partner Practice of St. James's Place Wealth Management at +446899643.

Harrison James Financial Planners, Partner Practice of St. James's Place Wealth Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

Harrison James Financial Planners, Partner Practice of St. James's Place Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.