James Wadsworth

Chartered Financial Planner

"The things I love most about my job are seeing the difference you make to clients’ lives, building new relationships, and working with great people."

Reviews and Ratings for Financial adviser James Wadsworth, York


James has worked in financial services since 2013, joining PenLife in January 2022. Today, James is an experienced Chartered Financial Planner.

James enjoys really getting to know his clients and helping them on their journey to meet their financial and life goals. He’s built up extensive technical knowledge in a number of areas, including pension and investment planning, retirement planning, and estate planning.

Ultimately, James looks to create financial plans that provide his clients with confidence and clarity, enabling them to live the life they want to.

Rest and play

In his spare time, it’s likely that you’d find James exploring new places with his partner Jen and their miniature Dachshund Frankie.

James loves to travel, both within the UK and abroad. One of his main aspirations in life is to see as many places as he can, enjoy amazing food, and experience different cultures across the globe.

James would class himself as an active person outside of work. He enjoys any form of physical exercise, from running and triathlons to long walks in the countryside and going to the gym. Rugby League is a passion for James, and he’s a fan of Castleford Tigers.

James in the spotlight

My favourite holiday destination is:

Japan, or anywhere in South East Asia.

My favourite song to play in the car is:

Anything by Kings of Leon or the Red Hot Chili Peppers.

The first album I bought was:

Hybrid Theory, Linkin Park.

If I could be any fictional character, I would be:

Optimus Prime.

If I could turn any activity into an Olympic sport, I would win a medal in:

Eating crisps, specifically Quavers.

When the dessert menu arrives, I’m looking for:

Sticky toffee pudding with custard.

The three qualities that draw me to new people are:

Positivity, kindness, and a good sense of humour.

My pet peeve is:

Slow walkers.

The best gift I’ve ever received is:

A watch from a friend I met travelling.

The three people at my dream dinner party would be:

David Attenborough, Barack Obama, and Ricky Gervais.

The three small things that make my day better are:

Good coffee, fresh air, and exercise.

Meet the rest of us

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