0330 038 8939
Based in Exeter
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2016
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
Last checked: 28 February 2025
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
11
Recent Client Reviews
James has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 28 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.
5
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
James has provided information on their typical fees
James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
17
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 17 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 17 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
Last checked: 28 February 2025
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
11
Recent Client Reviews
James has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 28 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.
5
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
James has provided information on their typical fees
James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
17
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 17 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 17 first impressions)
Our companies core focus is to listen to our clients and use the tools and skills we have available to make tailor made recommendations and solutions to meet your individual views and circumstances. With the overall goal to make your life that little easier having some one to guide your through your financial planning. I am a fully independent financial adviser running Exeter's Premier Financial Planning Ltd’s office dedicated to servicing and educating those coming up to and in retirement to fulfil their dreams and help them get the most out of their wealth. I have worked in financial services since 1999 and over that time have helped and advised hundreds of individuals and families to invest wisely, save for retirement and preserve their capital. I accomplishes this through retirement planning, investment management, tax planning and wealth preservation, mortgage arranging and protection planning. I have built my reputation with clients for being able to explain financial complexity in terms that are simple to understand. I work 1-to-1 with clients and seeks to build long standing relationships with them. I live in Pinhoe with my partner Emma and pleased to be a Pinhoe business owner helping the community with their financial needs. My working hours are flexible (weekend & evenings meetings available) and all my clients have my office, private mobile number and email to contact me when ever they need. We also have handy parking at the office for all clients.
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
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Registered office: Ladymead House, Pound Lane, Bishops Lydeard, Taunton, Somerset, TA4 3AY. Premier Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority. Registered in England and Wales Company Number 6697578. Qualified Member of Personal Finance Society.