James Dale

James joined B E Wealth Management after completing the SJP Financial Adviser Academy and now supports clients with clear, thoughtful financial planning. He is passionate about helping people make confident decisions, create structured plans, and build trusted, long term relationships.

About

Before moving into financial advice, James built his career across international hospitality, recruitment, and business ownership. These roles developed a strong client first mindset and a deep appreciation for trust, service, and understanding individual needs — values he brings into every client relationship today.

James works closely with clients and colleagues to provide ongoing advice and support as circumstances change, focusing on long term outcomes rather than short term solutions.

He lives in the Cotswolds with his wife and children and enjoys spending time with family and friends. Outside of work, James keeps active through running, football, and padel.

Addresses

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

B E Wealth Management Ltd is registered in England and Wales, Number 16188555. Registered Office: Saville Court, 11 Saville Place, Bristol, BS8 4EJ.