Next Generation Advisers: Meet Path Financial's James Harrison

‘Too many advisers are being shoe-horned into a consolidator proposition’

Isabel Baxter
clock • 3 min read

In the Next Generation Advisers interview series, chief reporter Isabel Baxter introduces the next generation of advisers and highlights how they are planning to make their mark. Today’s featured adviser is Path Financial’s James Harrison...

Path Financial Chartered financial planner James Harrison was not aware of the financial advice profession when he was at university and he initially wanted to know more about finances when he secured a role after education. "Over time, I realised the softer elements were something I enjoyed just as much; building trust, understanding what makes people ‘tick', and adapting to different personality style," he told Professional Adviser. "Putting a financial plan in place requires an ability to understand someone and ask questions to help unearth what they wish to achieve. The financial stu...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on People

People Moves: FNZ appoints Andy Brodie as group head of UK

People Moves: FNZ appoints Andy Brodie as group head of UK

Succeeds Alastair Conway who takes on client role

Professional Adviser
clock 29 April 2026 • 1 min read
One Four Nine Group chief operating officer exits

One Four Nine Group chief operating officer exits

Exclusive: Stuart Harding leaves the firm

Isabel Baxter
clock 22 April 2026 • 1 min read
Next Generation Advisers: Meet Bryant Hall Todd Wealth Management's Ellie Wiggin

Next Generation Advisers: Meet Bryant Hall Todd Wealth Management's Ellie Wiggin

Average adviser age ‘can make younger people feel like they need to wait’

Isabel Baxter
clock 21 April 2026 • 5 min read