James Wallis

An independent and Chartered Financial Planner with a master’s degree in Finance, James Wallis has over a decade of experience in delivering financial advice and planning for clients across the East Midlands. James' expertise lies in helping people achieve their current and future goals through detailed planning. James specialises in working with: • People who want to plan for their future, including retirement • People approaching/at retirement age who are seeking guidance in relation to their pensions, future lifestyle and income • Small business owners, who are aware of the need and benefit to plan their personal finances effectively, but are short on time to make this happen. There are several key reasons clients choose to work with me: • Financial planning: First and foremost, I am a Financial Planner. Unlike transactional financial advice, financial planning places you before your money. I will work with you to create a strategic plan that takes you from where you are to where you want to be. • Chartered: Chartered Financial Planner (CII) status represents the gold-standard of financial advice. By working with a Chartered professional, you can be confident you will receive the best possible advice, service and support. • Independent: As an independent professional, I am able to recommend financial products and providers from the whole market. This means I will find bespoke solutions that are unique to your situation, needs and goals. If you would like to learn more about financial planning or book a no-obligation initial meeting, please get in touch. I’d be delighted to hear from you.