James Curry

As an Accredited Advisor with the Society of Later Life Advisors, one of the recognised benchmarks for advisors who specialise in later life planning, I focus on helping families to navigate the care system and ensure their loved ones can continue to receive the level of care they desire. We will spend time constructing a holistic plan to ensure that their care needs are met, and which will also help achieve their other goals such as providing for their family or leaving a legacy. I find this to be rewarding work as I get to help ensure my clients can continue to afford the best care possible and provide families with peace of mind.

I am a Chartered Financial Planner and Fellow of the Personal Finance Society which means that I am qualified to the highest level to provide Financial Planning. I work as part of the Amber River Group who are one of the largest Chartered, Independent Financial Planning firms in the UK.  

I live in the Lake District with my wife, and Labrador Morris.  Outside of work we spend most of our time hiking and fell running and I am currently training to do the Bob Graham Round in 2026. Please get in touch for a no obligation meeting or telephone call to see how I can help.