Director
James Hounsell
James advises clients on financial planning and investments, drawing on his experience at a private bank and his Chartered Financial Planner status.
I’ve worked in financial services since 2007, but my interest in money goes back much further – I was reading the Financial Times as a teenager. After studying Business Administration at Kingston Business School, I realised accountancy wasn’t for me. I wanted to work with people, so I chose wealth management.
I spent nine years at Coutts, working across banking, credit, investment advice and financial planning. Advising through the global financial crisis taught me how markets behave under pressure, and it shaped my practical approach. In 2016, I moved to Hurley Partners, a boutique firm where I took on more responsibility and developed a real sense of ownership.
I’m a Chartered Financial Planner and a Chartered Member of the Chartered Institute for Securities and Investment. My focus is simple: clear financial planning advice that fits what you want to achieve.
I keep things straightforward. I give advice that’s in your best interests, avoid unnecessary complexity, and let results and trust speak for themselves. What I enjoy most is helping clients feel confident in their decisions.
Away from work, I’m a family man. I enjoy time with my wife and children, cooking, and walking our dogs.
