Priority Wealth Planning is a firm of independent financial advisers supporting clients across West Yorkshire and North Yorkshire, including Skipton, the Yorkshire Dales, Ilkley, Otley, Harrogate, Leeds and surrounding areas
With over 23 years’ experience in financial services, James Marlow advises individuals and owner managed businesses on building, protecting and preserving wealth for the long term. Based near Ilkley he works with clients across North Yorkshire and West Yorkshire, including Leeds, Harrogate, Guiseley, Ilkley & surrounding areas.
James is a Level 6 Chartered Financial Planner and a member of the Chartered Insurance Institute (CII). In addition to the above, James' background of working in the Bank Assurance world and more recently, a large accountancy firm has provided an established knowledge of working in both a restricted and independent proposition. The key areas of planning evolves from protecting your assets and loved ones, savings and accumulating wealth and planning for retirement. In addition to this, other key aspects include how to extract funds from a business in a tax efficient way and legacy / succession planning, to reduce the potential tax on death. James will create a cohesive strategy so the journey can be stress-free with a clear vision and model.
Outside of work, James is usually on the touchline in Pool in Wharfedale watching his son play football, or fitting in a round of golf at Bingley, St Ives Golf Club. He’s Yorkshire based, and proud to work with local families, professionals and business owners across the region.
Andrew joined the financial services industry in 2003 and has worked for several small to medium sized IFA firms, developing a deep understanding of the needs of both private and corporate clients. Based in Embsay near Skipton, Andrew supports clients across North Yorkshire and West Yorkshire and also works with clients further afield where required. Andrew is a Diploma qualified Financial Adviser and also holds a Level 6 qualification in Tax and Trust Planning.
Andrew specialises in supporting individuals at or approaching retirement, helping them navigate pension strategy, inheritance tax planning, and long term financial security. Alongside his private client work, Andrew has extensive experience advising company Directors and their employees, offering clear, practical guidance tailored to the unique demands of running and growing a business.
His close working relationships with local accountancy and legal professionals ensure clients benefit from a genuinely holistic and well coordinated advice process. Andrew’s approach is grounded in building long standing relationships, delivering excellent customer service, and providing pragmatic, transparent advice that clients can rely on throughout every stage of life.
Outside of work, Andrew enjoys golf at Skipton Golf Club, supporting Embsay Juniors as an assistant coach, following Leeds United and spending time in the kitchen as an aspiring chef. He once made a hole in one while playing at Sawgrass, a story he is typically quite modest about.
Samantha is the Marketing Manager at Priority Wealth Planning. After founding, growing and selling her own successful ecommerce business, she now leads the firm’s marketing and digital presence, helping the team share clear, professional financial planning content and build a strong, trusted brand.
Outside of work, Sam enjoys hot yoga, travelling and is passionate about interior design.
Rebecca has worked in an administration and support function within both the Financial Services and Accountancy professions for over 10 years. Similarly to Andrew and James, Rebecca started out her career at the Skipton Building Society Group. During her career, Rebecca has also worked for a small IFA practice in the Yorkshire region providing support for a Senior IFA, before relocating to Cornwall when her husband was posted to the Navy base down there.
Having enjoyed a year away from work on maternity leave and relocated closer to home, Rebecca now joins Priority Wealth Planning on a part-time basis initially as an administration assistant to Andrew and James.
Outside of work Rebecca lives with her husband Riley and their one year old daughter Bonnie. She enjoys travelling and spending time with family back home in Yorkshire.
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