Home › Financial Planners › James Curry
Based at
Position
Serving clients in
Cumbria
James Curry
Chartered Financial Planner
James became a Financial Planner because he enjoys being able to help people make the most out of their lives. He always begins the financial planning process by asking what his clients want from life and what are their hopes and dreams. Then a plan is put in place to help them achieve those goals and taking people on that journey is a really rewarding experience for him.
He decided to join Amber River True Bearing because he felt we were the best regarded independent, Chartered Firm in the region and had the kind of client centric culture he was looking for. As well as being Chartered, James is also an accredited adviser with the Society of Later Life Advisers (SOLLA) which means he specialises in helping people plan for their later life. This includes expertise in the areas of paying for care and inheritance tax (IHT) planning.
James lives in the Lake District with his wife and dog, Morris. In his spare time, he loves to hike and run in the fells and has recently completed the Pennine Way and the George Fisher Tea Round.
Expertise in
Talk to James, call Amber River True Bearing today
Articles related to James and his team
How to prepare financially for a bereavement
Despite the uncertainties, we look at the things you can do that may help to ease the impact of potential VAT on school fees
Paul Mullin: From the pitch to planning
Learn how Paul's sporting background shapes his approach to financial planning, helping clients secure their financial futures.
How much money do you need to have a financial adviser?
Regardless of your current wealth, a financial adviser can create a personal roadmap to help you plan for a secure financial future
Jen Lancaster: From city trading floors to the Ribble Valley
Combining years of experience with a friendly personality, Jen offers a blend of financial knowledge and genuine care to her clients.
Giselle Clayton: Providing peace of mind and practical financial solutions
An Amber River IFA with an overriding aim to give her clients a plan they believe in, one they will stick to, and one that gets them to where they need to be
Mark O’Neill: Painting pictures of a prosperous retirement
Mark says the best part of his job is creating retirement scenarios that open up a world of possibilities for his clients
Retirement planning is about more than just a pension
Expert insights from Andrew Sutherland: When it comes to retirement planning, your pension is likely to be just one part of the puzzle.
Andrew Sutherland: The rapid responder with a patient approach
“People worry they’ve left things too late, but it’s never too late to have a conversation. Chances are we can do something about your financial situation"
Should I be thinking about sustainable investing?
An increasing number of us are primarily guided by our conscience when it comes to money and we're choosing sustainable investing
A pension’s a good start – but what else makes a sound retirement plan?
Retirement means different things to different people, but we all still want it to be a fulfilling time of life. That's why a good retirement plan should be more than just a pension.
