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James Hadley - Expert in Pensions and Estate Planning

From the outset of his career, James Hadley demonstrated a deep understanding of pensions and estate planning. He has consistently helped clients navigate the intricacies of pensions, including offshore and trust-based solutions, while providing strategic advice to optimise their financial position. James Hadley's expertise in pensions and tax planning has made him a sought-after advisor for ultra-high-net-worth individuals seeking to protect and grow their assets responsibly.

James Hadley worked at Scottish Equitable and advanced rapidly through four promotions in three years, focusing on pensions and financial solutions for Independent Financial Advisors. He utilised his expertise in pensions and investment strategies to turn around underperforming portfolios of accounts, establishing himself as a reliable consultant.

Later, he became a Senior Account Manager at Axa. There, he managed a portfolio of high-value intermediaries, incorporating pensions and offshore trust structures into comprehensive financial solutions. He played a key role in transforming under-performing relationships by combining pension expertise with bespoke business consultancy.

Beyond his professional accomplishments, James Hadley is also a published author and keynote speaker on pensions, financial matters and wealth preservation. His book, The Power of Pensions, shares insights on using pension strategies to finance businesses, invest in property and build long-term wealth.

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