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Retirement Ready Guide

James Lavender

Senior Adviser

We've passed on your details to James Lavendar at Alexander Peter Wealth Management.

As a former Broker in The City of London James has experience in dealing with high net worth clients and understands the importance of bespoke advice which is tailored to match individual needs. James wanted to pursue a more holistic client-orientated approach with his career at a firm where building long-term relationships is key, and this is what attracted him to Alexander Peter Wealth Management.

James is Diploma Qualified and Graduated in Securities, Investments and Financial Planning at the Chartered Institute for Securities and Investments. He is also a US series 65 RIA professional, with a focus on crafting personalized investment plans that align with my clients' familial and wealth aspirations.

He has obtained the following non-US certifications: CISI – Associate, CISI – Financial Planning & Advice, CISI – Investment Advice, CISI – Paraplanning, CISI – Statement of Professional Standing.

Book your Retirement Planning session:

How to prepare for your appointment:

Gather Financial Statements – Bring recent statements for your 401(k), IRA, brokerage accounts, pensions, and other retirement savings to review your current position.
Outline Retirement Goals – Consider when you’d like to retire, your expected lifestyle, and any major expenses (travel, home purchases, healthcare) to help shape your plan.
Review Income Sources – List all potential income streams, including Social Security, pensions, rental income, or annuities, and note any concerns about their reliability.
Identify Key Questions – Think about concerns like tax efficiency, investment risks, estate planning, and healthcare costs so we can address them during your session.
Advisory services in the United States are offered and provided through Amerity Wealth Management, LLC. No promises or guarantees are offered for investment success or that you will attain your financial goals and objectives. Investing involves risk including the loss of principal.
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