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James Mousley CFP®
Co-Founder
Certified Financial Planner™
Chartered Financial Planner
James founded Latitude Financial and set about the mission to deliver his vision for delivering a great service and experience for Business Owners, Retirees and High Earners. As part of this mission, he aims to put right some of the disservice that the financial services industry has delivered over the years, one client at a time.
He has over 10 years experience in the profession, having previously been Director of Financial Planning for a regional Independent Financial Advisory business and learnt his craft working for several boutique wealth management and financial planning businesses that specialised in Business Owners and Professionals in the city of London.
When it comes to qualifications he is proud to hold the coveted Chartered Financial Planner (APFS) designation, via the Personal Finance Society, and Certified Financial Planner (CFP) designation, via the Chartered Institute for Securities and Investments. These put him alongside only 900 other individuals in the UK to hold these prestigious qualifications, giving you that peace of mind that you are in safe hands.
James is an active member of the NextGen Planners community which focuses on promoting the next generation of financial planning and services professionals in the UK and beyond. He chairs the quarterly NextGen Planners London Roundtables, a place to learn from interesting guests, share best practice and a place to meet like-minded professionals.
He has mentored and coached many new entrants and more experienced financial planners and Independent Financial Advisers, which saw him formerly launch a podcast on the topic and be invited to be a coach of a leading training academy in recent years.
James lives with his partner and children in Nottingham. As a family they enjoy new cooking and culinary experiences, as well as spending time taking in the beauty of the British countryside. When he is not running around after his children he is a keen sportsman having participated in many sports through the years, having recently recovered from knee surgery he is keen to get back in the gym and return to the fairway soon. He also enjoys the odd fitness challenge for charity having competed in the CF Warriors 24 hour Fitness Challenge and completed both the London to Paris Bike Ride and Three Peaks Challenge in less than 24 hours.
Noel Watson CFP®
Co-Founder
Certified Financial Planner™
Prior to becoming an Independent Financial Adviser, Noel worked in the City of London on various Investment Banking trading floors. Before that, he worked as a Mechanical Engineer at Rolls Royce Aerospace in Bristol.
Noel played rugby before taking up rowing and was lucky enough to compete at Henley Royal Regatta. He is often seen cycling alongside the Wey Navigation.
Noel is passionate about improving the outcome of those at or in retirement, and in 2020 released his first book, ‘Planning for Retirement: Your Guide to Financial Freedom’.
Noel holds the Certified Financial Planner title from the Chartered Insurance Institute and the Certificate in Quantitative Finance from the CQF Institute. He has a degree in Mechanical Engineering.
Latitude Financial is a Trading Style of Pyrford Financial Planning Ltd. Pyrford Financial Planning Ltd is registered in England & Wales – Registration Number 14319486. Registered Office – No 5 The Heights, Wellington Way, Weybridge, KT13 0NY.
Pyrford Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority (FCA). To verify their status please visit the Financial Services Register – Firm Reference number 985418.
By clicking on any of the links you will leave the website of Latitude Financial and view the content of an external website. Latitude Financial, a trading style of Pyrford Financial Planning Ltd, cannot be held responsible for the content of external websites
The guidance or information contained within the website is subject to the UK regulatory regime and is therefore aimed at consumers in the UK.
The Financial Conduct Authority do not regulate Inheritance Tax Planning, Tax & Trusts
