Portfolio | Pavion Wealth

Phillp James
CRD#: 6887787 regulated by FINRA

Over the decades, I’ve helped five major financial institutions evolve into some of the world’s leading asset managers. I’ve also guided more than a thousand individuals and families toward financial freedom. As a investment advisor, high-performing broker, and active professional trader across 30+ platforms, my mission remains the same: to help clients navigate the markets with confidence and build wealth with purpose. We’ve been honored with over 25 professional awards, grown into a team of 85 talented individuals, achieved B Corporation certification, and transitioned to employee ownership. Our clients have entrusted us with managing more than £1.4 billion in assets, a responsibility we hold with the utmost integrity. Looking back over the past twelve years, I’m incredibly proud of the impact we’ve made and what we’ve built together. Today, my firm is recognized as one of the UK’s leading financial planning businesses, a reputation shaped by our dedication to excellence and the real-life success stories shared by our clients.

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Category:
Strategic Investment Analysis, Cryptocurrency Portfolio Management, Risk Mitigation, Real Estate Valuation

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Phil James

Focus Areas / Professional Strengths

Our team brings together decades of hands-on experience across the most dynamic sectors of finance. From navigating volatile crypto markets to building solid retirement strategies, we combine deep insight with data-driven decision-making to deliver personalized investment solutions that grow and protect wealth.

Day Trading 80%

Crypto Analytics 80%

Trade Signals and Strategies 85%

Stock and Forex trading 70%

Crypto mining 60%