Priority Wealth Planning

About Priority Wealth Planning

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At Priority Wealth Planning, we believe that financial advice should be personal, clear, and built around your life goals. Founded by Chartered Financial Planner James Marlow, our mission is to help individuals and business owners make confident, informed decisions about their future. With over 20 years of industry experience, we provide expert guidance across all areas of wealth planning - from protecting your assets and growing your investments to planning for retirement and leaving a lasting legacy. Your financial journey is unique, and we’re here to guide you every step of the way.

James Marlow founded Priority Wealth Planning to offer a more personal, flexible, and relationship-driven approach to financial advice. Our goal is to create a space where trust, clarity, and long-term support are at the heart of everything we do - empowering clients to navigate life’s financial complexities and build a secure future for themselves and the next generation.

At Priority Wealth Planning, we deliver bespoke financial planning and wealth management services for individuals, families, and owner-managed businesses. Our expertise includes estate planning, savings and investments, retirement planning, and protection advice, along with tailored business planning services - covering pension extraction, corporate investment strategies, protection for key individuals, and succession planning to optimise tax efficiency and support smooth transitions. We begin with a complimentary initial consultation to understand your current position, goals, and aspirations, and build a strategy aligned with your needs. Serving clients across Ilkley, Otley, Harrogate, Leeds, Bradford, and beyond, we prioritise trust, clarity, and long-term relationships to help your wealth work for you, your loved ones, and your future.