James Whitmore
Chartered Financial Planner, CFP
Acre Retirement Group · London, NY
James Whitmore is a Chartered Financial Planner, CFP at Acre Retirement Group, serving people approaching and living in retirement in London, NY. The focus goes beyond the portfolio to the whole retirement picture — Social Security and Medicare timing, income, health, purpose, and lifestyle. James helps clients with Retirement Income Distribution, Pension Analysis, Estate Planning, Tax Planning & Strategy, and Social Security Optimization.
James Whitmore is a Chartered Financial Planner who has spent nearly twenty years helping people approach retirement with clarity and confidence. He specialises in the years either side of finishing work — turning workplace pensions, SIPPs and ISAs into a dependable income, weighing drawdown against an annuity, and getting the timing of the State Pension right. James believes good planning starts with listening: understanding what you want these next years to look like before a single number is discussed. Clients describe him as calm, clear, and genuinely on their side.
Specialties
- Retirement Income Distribution
- Pension Analysis
- Estate Planning
- Tax Planning & Strategy
- Social Security Optimization
Featured reading
Frequently asked questions
Who is James Whitmore?
James Whitmore is a Chartered Financial Planner, CFP at Acre Retirement Group in London, NY, helping people approaching and living in retirement plan across finances, health, purpose, relationships, and lifestyle.
Where is James Whitmore located?
James Whitmore works with Acre Retirement Group and serves clients in and around London, NY.
What does James help with?
James focuses on Retirement Income Distribution, Pension Analysis, Estate Planning, Tax Planning & Strategy, and Social Security Optimization, as part of a whole-picture approach to retirement.
Can James help with Social Security and Medicare timing?
Yes. James can talk through retirement decisions such as when to claim Social Security, Medicare enrollment windows, and turning savings into retirement income. Grace, the retirement wellness assistant on this page, can answer questions any time and share a summary with James.