James Bowers

James Bowers is a Senior Wealth Management Consultant at Sovereign Wealth Ltd, a Principal Partner Practice of St. James’s Place. With over 10 years in financial services, James combines technical expertise with a people-first approach—supporting individuals, families, and business owners on their journey to long-term financial security.

He specialises in:

• Investment Planning
• Retirement Planning
• Protection & Insurance
• Inheritance Tax Planning

James takes pride in simplifying complex financial matters and building relationships rooted in purpose, not just numbers. Whether you’re looking to retire early, support your children, or protect your business, he takes the time to understand your goals and tailor a strategy that works for your life. As he says: “Only when we’re both aligned on a clear direction can we call it a successful coffee.”

His clients describe him as “approachable,” “patient,” and “expert in his field.”

A few words from clients:

“James is a true partner that works with you to achieve your financial goals and is invested in your success.” – Nathan Serrhat
“James explained everything and reassured me I’d made the right decision. I expect the investment will outperform my expectations.” – Ben Westerby
“I highly recommend James to anyone looking for guidance on how to maximise their investments.” – Gill Matthews

Outside of work, James enjoys early summer mornings, playing badminton or padel, and winding down with Italian food, red wine, and time with his partner and friends. He also holds a Day Skipper Licence and can sail yachts!