James Cunningham

James Cunningham

St. James's Place

Minimum savings/pensions: Any amount

0330 038 8940
Based in Beverley
View location

Verified since: August, 2024

4.9 out of 5

5 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 12 April 2025

    James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    James has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 24 April 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 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 Regulated

    Last checked: 12 April 2025

    James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    James has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 24 April 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 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

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 offers his clients the freedom to look to the future, realise their goals, find financial peace and prosper. 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, our client. Contact James 07572 960 986 james.cunningham@sjpp.co.uk Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice 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) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx

£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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