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    • Home • Advice • Advisers
    James Mallinson

    James Mallinson

    Chartered Wealth Manager

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    West Sussex

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    19

    About me

    I’m James, a married dad with 2 children and 2 dogs. I’m unusual in the industry as I didn’t go to University, am under 40, but still rose in my career to be a Director at a FTSE listed discretionary fund management business.

    I’m a Certified Financial Planner, Chartered Wealth Manager and sit on a number of forums and committees for professional bodies. I now run an independent firm specialising in working with business owners, helping them articulate and visualise their financial future and achieve their goals.

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    My details

    I like helping people on:

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    Pensions - Approaching retirement

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    Pensions – Getting started

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    Pensions – Retired

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    Redundancy

    My qualifications:

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    Certified Financial Planner

    My charging model:

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    Ongoing % fee

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
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