0330 038 8940
Based in Marlborough
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: November, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Jim and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 April 2025
Jim and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
44
Recent Client Reviews
Jim has received 44 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jim has received 44 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 November 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.
6
Qualifications Uploaded
Jim has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Jim has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jim has not yet added their fees to their profile
Fees not yet added
Jim has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Jim and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 April 2025
Jim and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
44
Recent Client Reviews
Jim has received 44 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jim has received 44 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 November 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.
6
Qualifications Uploaded
Jim has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Jim has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jim has not yet added their fees to their profile
Fees not yet added
Jim has not yet added their fees to their profile
I work with my clients to build a long-term, flexible financial plan that reflects their individual goals and ambitions. I help individuals, business owners, companies, trusts and charities to achieve their financial objectives. I have over 20 years experience in the Financial Services industry and have been with Perspective since 2012. I am very proud to feature as a Top Rated Adviser in the 2025 VouchedFor Top Rated Adviser Guide. This award is testament to the fantastic team at Perspective (South West) and demonstrates our dedication to putting our clients at the heart of everything we do.
Offers available through VouchedFor
Contact Jim 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 Jim's clients
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