James Houghton

James Houghton

Senior Adviser
Joined KWM

2022

Qualifications

Dip PFS

James has 17 years of experience working in the Financial Services industry, 15 of those specifically in Wealth Management. Prior to working with KWM, James worked at Merrill Lynch advising private clients, before he set up and ran his own financial advisory practice, Houghton Wealth Management, continuing his journey of advising private clients.

In 2022, KWM acquired Houghton Wealth Management and James joined as a Senior Adviser, bringing his vast wealth of expertise and experience to KWM.

James’ ability to understand and deliver the most technical and complex of financial and estate planning has proven to add immense value to our clients at KWM. However, as well as being technically proficient, he is patient, empathetic and understanding and he is therefore equally comfortable providing advice to those at the start of their journey looking to save for their first house deposit.

When not working or spending time with his family, James enjoys playing golf and football. He is also a committed fundraiser, with several activities planned for the future in support of AMMF and Debra, both charities close to his heart.

Veronica Hedley-Morgan

To those intimidated in the world of finance as we were, we have no hesitation in recommending James Houghton as he has listened to us where other advisors sought to dictate their views. His experience in finance is reflected in his advice and clear explanations to our numerous queries, we have found him very personable, conscientious, extremely professional and diligent in preparing for meetings and guiding us forward.

Retired

Jonathan Bint

I would not hesitate in recommending James to anyone. He has been a pleasure to work with over the past 18-months and has provided first class knowledge, support and service. James is always very well prepared for meetings and effectively prioritises time for dealing with what is important, as well as addressing any had ad hoc issues. There is no hard sell with James. He is an excellent listener and always pays attention to my concerns; patiently and clearly answering any questions I have. He has easily exceeded expectations I had at the start of this process.

Underwriter

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