0330 038 8940
Based in Lincoln
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: December, 2013
4.9 out of 5
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: 11 April 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
James has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 12 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: 14 April 2025
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.
3
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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 not yet added their fees to their profile
Fees not yet added
James has not yet added their fees to their profile
45
Positive First Impressions
98% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 45 first impressions)
98% of users who are not yet clients had a positive first experience with James
98% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 45 first impressions)
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: 11 April 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
James has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 12 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: 14 April 2025
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.
3
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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 not yet added their fees to their profile
Fees not yet added
James has not yet added their fees to their profile
45
Positive First Impressions
98% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 45 first impressions)
98% of users who are not yet clients had a positive first experience with James
98% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 45 first impressions)
At IQ, we work alongside ambitious, successful people to help plan and manage their financial affairs, removing the hassle whilst always ensuring a clear path forward. We offer a comprehensive range of financial services and are happy to work with you on a particular aspect of your situation or to consider all areas in creating you a complete financial plan. Whilst we cover all areas of financial services, my areas of specialism are in retirement and investment planning for clients approaching and moving through their retirement. This includes creating a strategy for producing a retirement income from all available assets and ensuring that any taxes payable are minimised where possible. We strongly believe that a lasting relationship with our clients dramatically improves their lives and therefore advocate working together over the long term. However for those clients who do not want or require this service we are able to provide ‘one-off’ advice at your request. Independent Financial Advice can add significant value to our clients’ lives, both in terms of helping them achieve their goals and in creating peace of mind. We focus on the giving of advice rather than the selling of a product and believe that our impartiality sets us apart from many traditional adviser firms. We believe in transparency at all times and our fee-based approach means no hidden costs or nasty surprises.
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
Savings
Clients' level of financial expertise
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Adviser Disclaimer
We are unable to assist you with advice in relation to the encashment or transfer of your Final Salary company pension scheme as we do not provide advice on these schemes.