James Cunningham - Financial Adviser

James Cunningham - Financial Adviser James offers his clients the freedom to look to the future, realise their goals, find financial peace and prosper.

People are often looking for someone to provide them with the opportunity to become more clear, confident and capable with regards to their life plan and financial literacy. Trustworthy, knowledgeable and professional are three words that James deems vitally important to offering transformative advice to clients. James does this by wearing three hats:

* The life planner
* The financial planner
*

The financial adviser

These three hats help clients understand the process to achieving financial freedom and realising their goals. Before working the financial services industry, James was a Primary School Teacher whose music degree saw him originally train as an orchestral conductor. You may think that these two industries
have little to do with financial planning, but James would disagree.

“Helping children to achieve their potential, and caring that they do, is very similar in attitude to
helping people understand their financial potential. Leading an orchestra of 70 musicians to perform
a score of music is exhilarating but takes dedication, knowledge and confidence. All these skills are
important when ensuring the best client experience possible.”

Growing his business by referrals means that James is committed to proving outstanding levels of
service that exceed his clients’ expectations. He looks forward to the contact he has with you.

Thanks for producing this, team!
22/04/2026

Thanks for producing this, team!

💬 Got questions about protection? You're not alone!We’ve rounded up some of the most common questions we get asked — and...
23/08/2025

💬 Got questions about protection? You're not alone!

We’ve rounded up some of the most common questions we get asked — and shared our answers!🙌

✨ Want advice tailored to your situation? Get in touch with us today! 👇👇👇
https://www.navigationwm.co.uk/contact

Navigation Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 24/06/2025

💭 What if my income stopped tomorrow? Scary thought, but planning today prevents panic later. 🙌💪Come have a chat - Conta...
18/08/2025

💭 What if my income stopped tomorrow? Scary thought, but planning today prevents panic later. 🙌💪

Come have a chat - Contact us today! 👉
https://www.navigationwm.co.uk/contact



Navigation Wealth Management Limited is an Appointed Representative of and
represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 24/06/2025

Did you know it's today? 🙌😁Financial freedom starts with awareness. Understand your money, control your spending, and ...
14/08/2025

Did you know it's today? 🙌😁

Financial freedom starts with awareness. Understand your money, control your spending, and invest in your future. Every smart decision today builds a wealthier tomorrow. 🙌✨

26/07/2025

“That really relieved a lot of pressure for me and my family during that quite emotional time”

For Jason, protection insurance wasn’t just a policy, it was a lifeline when life took an unexpected turn. His story is a powerful reminder that true security means peace of mind, stability for your loved ones, and the confidence to face whatever comes your way.

Have you thought about how protection could secure your future?

Watch the full story here
YouTube- https://youtu.be/9cRYNtJcIVg
Website- https://www.navigationwm.co.uk/about/client-stories

Contact us today- https://www.navigationwm.co.uk/contact



Navigation Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 27/06/2025

23/07/2025

“It certainly impacted me and my family greatly when it did happen”

Hear Jason’s powerful story how protection insurance became his lifeline in a moment he never saw coming. This isn’t just about policies; it’s about peace of mind, security, and staying prepared for life’s unexpected turns.

Have you thought about how protection could secure your future?

Watch the full story here
YouTube- https://youtu.be/9cRYNtJcIVg
Website- https://www.navigationwm.co.uk/about/client-stories

Contact us today- https://www.navigationwm.co.uk/contact



Navigation Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 27/06/2025

09/07/2025

Absolutely right, Catherine Richardson - Financial Advisor.

06/07/2025

Watch how Lewis talks about protection and the value it gives to know the importance of protection insurance, urging everyone to understand their workplace sickness benefits, including what cover they’re entitled to and how long they’d need to be off work before support kicks in. It’s a must-watch for financial peace of mind.

Have you considered how protection could safeguard your future? 🙌

Watch the full story here👇
YouTube- https://youtu.be/7u8w4eL1D1s
Website- https://www.navigationwm.co.uk/about/client-stories

Contact us today- https://www.navigationwm.co.uk/contact



Navigation Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 13/06/2025

04/07/2025

“It gave me options”🙌

Watch how protection insurance gave Lewis the freedom to face life’s unexpected challenges—with options, support, and peace of mind.

Have you considered how protection could safeguard your future? 🧐

YouTube- https://youtu.be/7u8w4eL1D1s
Website- https://www.navigationwm.co.uk/about/client-stories

Contact us today- https://www.navigationwm.co.uk/contact



Navigation Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Navigation Wealth Management is a trading name of Navigation Wealth Management Limited.

SJP Approved 13/06/2025

Address

Navigation House, 3 Spencer Street
Beverley
HU179EG

Website

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