Christopher James

Christopher James

Wealth Matters

Minimum savings/pensions: Over £100,000

0203 544 6810
Based in Luton
View location

Top Rated 2025
Verified since: January, 2021

4.9 out of 5

57 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 19 March 2025

    Christopher and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Christopher has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 17 December 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.

  • 9

    Qualifications Uploaded

    9 qualification certificates available to view

    Christopher has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Christopher has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 19 March 2025

    Christopher and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Christopher has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 17 December 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.

  • 9

    Qualifications Uploaded

    9 qualification certificates available to view

    Christopher has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Christopher has not yet added their fees to their profile

After graduating from the University of Hull with a BA Hons in Business Studies, I pursued a career in Financial Planning in 2004. I started by working in variety of roles including compliance, adviser support and paraplanning which gave me a significant amount of experience and knowledge to move into a role as a Financial Planner in 2010. Since then, I have been providing holistic financial planning to a wide range of clients. I really enjoy building ongoing relationships whilst helping them to achieve their short- and longer-term goals. I am passionate about trying to minimise the amount of tax that clients pay, ensuring that clients can do all the things they want to do without compromising their future and ensuring that there is provision in place in the event of the unexpected. I can really see the value that Financial Planning brings to a client’s financial journey, and I am really inspired to be a part of and try to have a positive impact on that journey. In 2021 I was proud to achieve Chartered Financial Planner status, and although it was certainly hard to pass, especially with a young family, I am dedicated to be as highly qualified as possible for my clients and will continue to look to achieve further qualifications in future. Outside of work, I enjoy spending time with my family, catching up with friends, sports, reading, and the occasional round of golf.

Offers available through VouchedFor

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£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 Christopher's clients

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Clients' level of financial expertise

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Clients' level of financial expertise

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