Independent wealth advice, built around you.
We support individuals, families and business owners with considered financial planning, investment advice and long-term wealth management.
Founded on the belief that financial advice should be personal.
We work with individuals, families, and business owners who value clarity, discretion, and a long-term view. Every plan we build is shaped by your circumstances and the outcomes you want over time.
Advice that reflects your life, not a template.
A small number of clients, across a few defined situations, so every relationship is genuinely personal.
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Individuals & Families
Long-term financial planning that reflects what matters to you.
Long-term financial planning that reflects what matters to you.
- 02
Business Owners
Aligning personal and business wealth as one structured plan.
Aligning personal and business wealth as one structured plan.
- 03
Professionals & Executives
Considered advice for complex remuneration and equity positions.
Considered advice for complex remuneration and equity positions.
- 04
Retirees
Income, security, and legacy for the next chapter of life.
Income, security, and legacy for the next chapter of life.
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High Net Worth Clients
Bespoke advice for the most considered financial questions.
Bespoke advice for the most considered financial questions.
Good financial decisions rarely exist in isolation.
Our role is to bring together every aspect of your financial life, creating a clear, structured plan that supports both your immediate needs and long-term ambitions.
Wealth Planning
A clear, structured approach to your financial future, built around your goals, responsibilities, and long-term priorities.
Read moreInvestment Management
Disciplined investment strategies designed to balance risk and opportunity, aligned to your objectives.
Read moreRetirement & Pension Planning
Income, security, and the structure to support the next chapter of your life.
Read moreTax Strategy
Considered planning to ensure your wealth is structured efficiently across the long term.
Read moreEstate & Legacy Planning
Thoughtful planning to ensure your wealth is passed on efficiently and in line with your wishes.
Read moreFamily Office Services
A single, coordinated point of stewardship for the most complex family wealth.
Read more
A relationship that evolves over time.
Our role is to provide clarity and structure, so you can make confident financial decisions.
Understanding
We take time to understand your circumstances, priorities and long-term goals.
Structuring
We build a clear financial framework that supports your objectives.
Advising
We provide considered recommendations, tailored to your situation.
Ongoing Stewardship
We continue to review and adapt your plan as your life and the market evolve.
You will always deal directly with your adviser.
Every William James relationship is led by a senior adviser. No call centres, no juniors, no handoffs. A small team of experienced people who know your situation in detail.
David Kiss
Principal Wealth Manager
HNW specialist. Leads advisory across complex personal and family wealth.
Nicola Schutrups
Managing Partner
Operations and client experience. Ensures every relationship runs with the discretion the firm is built on.
Chris Schutrups
Founder
Founder of William James. Sets the firm's long-term direction and the standards expected of every adviser.
Wealth management is about more than numbers.
It is about understanding your story and helping you make decisions that support your future.
Direct relationships
You always deal directly with your adviser. No call centres, no handoffs.
Considered, not standardised
Every recommendation is shaped by your circumstances, not a template.
Discretion as a priority
Privacy and confidentiality, treated as part of the service.
Designed for the long term
Built for the relationship that follows, not the transaction in front of us.
“Trust isn’t built by the brochure. It’s built by the conversations that follow.”
Begin a conversation
Arrange a private conversation.
We will take the time to understand your situation, and outline how we can help.
Or write to us at enquiries@williamjameswm.co.uk
Independent wealth advice, built around you.
Trust, clarity, long-term vision.