0330 038 8942
Based in Fleet
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: August, 2020
4.9 out of 5
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FCA Regulated
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 March 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
29
Recent Client Reviews
James has received 29 client reviews in the past 12 months; 83% of these have been verified
Verified reviews: 83%
James has received 29 client reviews in the past 12 months; 83% of these have been verified
Restricted Financial Adviser
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.
Last checked: 30 May 2024
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.
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Checks carried out by VouchedFor
FCA Regulated
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 March 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
29
Recent Client Reviews
James has received 29 client reviews in the past 12 months; 83% of these have been verified
Verified reviews: 83%
James has received 29 client reviews in the past 12 months; 83% of these have been verified
Restricted Financial Adviser
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.
Last checked: 30 May 2024
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
James has not yet added their qualifications to their profile
Qualifications not yet added
James has not yet added their qualifications to their profile
Transparent Fees
James has not yet added their fees to their profile
Fees not yet added
James has not yet added their fees to their profile
I have been offering financial advice services for over 14 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning. More details are available on my website at www.jg-wealth.co.uk. As a Partner Practice of St. James’s Place Wealth Management based in London, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. 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. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. 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).
About James's clients
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Adviser Disclaimer
The 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 www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the title ‘Partner/Partner Practice’ are marketing terms used to describe St. James’s Place representatives.