James Franklin

James Franklin

Cornerstone Wealth Planning

Minimum savings/pensions: Any amount

0330 038 8942
Based in Alfreton
View location

Verified since: October, 2024

4.6 out of 5

29 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 05 March 2025

    James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status

  • 9

    Recent Client Reviews

    Verified reviews: 100%

    James has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 24 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    James has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    James has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 05 March 2025

    James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status

  • 9

    Recent Client Reviews

    Verified reviews: 100%

    James has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 24 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    James has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    James has not yet added their fees to their profile

James joined the Financial Services industry in 2001 in the banking sector before progressing to regulated Financial Services in 2005. Since then he has worked as both a technical Paraplanner and Financial Planner. James qualified as a Financial Planner in 2006, and possesses a broad array of technical know-how, together with extensive experience of providing bespoke Financial Advice to a diverse range of clients for many years. James takes great pride in the difference he makes to his clients lives and their plans for the future, building a bespoke plan which is unique to each individual client. He attributes his success from taking the time to really understand each client’s needs, circumstances and motivations. James is an outgoing character with a positive “can do” attitude who always puts the best client outcome at the heart of everything he does. Originally from Norfolk, James now lives in Derbyshire with his wife and has memories of the free time he used to have to engage in hobbies and interests, before a time consuming, but utterly amazing, Cocker-poo invaded their lives 3 years ago, so he now has no issues getting his 10,000 steps a day in! James enjoys attending live music and has a penchant for good old rock music.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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