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James Adley

Photo of James Adley

Principal, Financial Planning

James was raised in London before starting his career as a financial planner in the 1980s. He joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth. James has been instrumental in helping clients plan for retirement, including particular expertise in estate planning and long-term care. James holds the Chartered Insurance Institute qualification, ACII. 

Location: London


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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.