James Tilley is a Wealth Manager at Frizzell Wealth Management, based in our Wallingford office. James served as a Royal Marine before transitioning into the commercial world as a successful business owner. This blend of military experience and firsthand entrepreneurial insight allows him to approach financial planning with a high degree of precision and strategic focus.

James is a dedicated advocate for health and wellness and believes that financial health is a critical pillar of overall well-being. He works with his clients to build strategies that are robust and sustainable, ensuring that his clients’ financial plans are built to withstand the test of time and unforeseen challenges.

Drawing on his background, James works closely with individuals and professionals specialising in:

• Business Owners: Drawing on his own experience to help entrepreneurs navigate the complexities of profit extraction, business protection, and the eventual transition toward a successful exit through aspects of exit strategy planning.

• Senior Corporate Executives: Providing advice on the integration of corporate benefit packages with personal wealth, including tax-efficient investment planning and pension navigation.

• Family Protection: Ensuring that both personal and business assets are protected and prepared for life’s uncertainties.

• Investment and Retirement Planning: Developing long-term, bespoke plans that align with personal lifestyle goals and family security.

James is calm under pressure and cuts through complexity to provide clear, actionable advice. His goal is to provide his clients with the tactical foresight and ultimate peace of mind that comes from knowing their financial plans are perfectly aligned with their long-term goals.