Priority Wealth Planning

At Priority Wealth Planning, we specialise in helping individuals, families, and business owners build, protect, and pass on their wealth with confidence. Led by Chartered Financial Planner James Marlow, who brings over 20 years of experience in the financial services industry, we offer a tailored, strategic approach to financial planning rooted in integrity, trust, and expertise.

James is a Level 6 Chartered Financial Planner and a proud member of the Chartered Insurance Institute, qualified to provide expert advice across a wide range of financial areas. With a strong background in bank assurance, as well as time spent at a leading accountancy firm, James combines the best of both restricted and independent financial advice models.

Our core services include:

Wealth and investment planning

Retirement and pension strategies

Business succession and tax-efficient fund extraction

Estate and inheritance tax planning

Asset and family protection solutions

From first-time investors to established business owners, we work closely with each client to craft a cohesive financial strategy that aligns with their goals and values. At Priority Wealth Planning, your financial journey is our priority—structured, stress-free, and built for long-term success.