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 True Bearing (now part of Amber River) because he felt it to be 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 also 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. He hopes to walk the Pennine Way and run the Tea Round (a 30-mile route with 12,000+ feet of ascent) next year.
Expertise in
Talk to James, call True Bearing today
Articles related to James and his team
Mark O’Neill: Painting pictures of a prosperous retirement
Marks says the best part of his job is creating retirement scenarios that open up a world of possibilities for his clients
Top five tips for later life planning
Later-life financial planning expert, Mark O'Neill, gives his top five tips to help you plan and prepare for later life
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.
Find out more about James and our North West team
What our clients say
Find an adviser
Where and how we meet depends on whatever’s most convenient for you, but we have a number of locations around the UK if you’d prefer to come to us.
