James Gill

James Gill

Abacus Associates Financial Services Ltd

Minimum savings/pensions: Over £50,000

0292 227 9219
Based in Cardiff
View location

Top Rated 2025
Verified since: June, 2020

4.8 out of 5

234 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 29 March 2025

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

  • 42

    Recent Client Reviews

    Verified reviews: 100%

    James has received 42 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 21 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

  • 5

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with James

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 5 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 29 March 2025

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

  • 42

    Recent Client Reviews

    Verified reviews: 100%

    James has received 42 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 21 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

  • 5

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with James

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 5 first impressions)

With over 16 years of experience as an Independent Financial Adviser, I understand the value of developing long-term relationships with my clients. I like to get to know my client’s current circumstances and aspirations for the future. We agree key objectives and implement a financial plan which is revisited at least annually by way of a face to face meeting in their home. I am passionate about helping my clients turn their goals and dreams into reality through making the right financial decisions and am honoured to be at every significant signpost in life.This is the hallmark of my service and I am passionate about delivering a first class, long term relationship with my clients. My spare time tends to focus around my two young children. I am a passionate supporter of charities including the British Heart Foundation, having completed a Sky Dive and a Firewalk in recent years raising money for great causes.

Offers available through VouchedFor

Contact James through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£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).

About James's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Savings

Clients' level of financial expertise

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