0330 038 8939
Based in Tunbridge-Wells
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 17 February 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
63
Recent Client Reviews
Verified reviews: 100%
James has received 63 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 13 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.
Qualifications Uploaded
Qualifications not yet added
James has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
James has not yet added their fees to their profile
3
Positive 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 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 17 February 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
63
Recent Client Reviews
Verified reviews: 100%
James has received 63 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 13 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.
Qualifications Uploaded
Qualifications not yet added
James has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
James has not yet added their fees to their profile
3
Positive 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 3 first impressions)
I have been a financial planner since 2002 having joined the family business after completing my degree in Liverpool and spending time out travelling the world. As a co-owner of the business, we focus on continuing the traditions started over 40 years ago of treating clients as ‘part of the family’. My particular areas of interest are investments, pensions (both pre and post-retirement) and inheritance tax planning. To improve my knowledge I became a Chartered Financial Planner from the Chartered Insurance Institute in 2017, the culmination of three years of study whilst advising. My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. It is an amazing privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears. I believe the key to being a good adviser is having a reasonable level of technical knowledge but most importantly the ability to listen and connect with what really matters to clients. I have a great team behind me, as I will admit paperwork isn't my strongpoint, but will always try to be available when clients need me and promptly return calls or emails. My spare time tends to revolve around my family. I recognise how fortunate I am and try to give something back to the community via the Openwork Foundation which currently means acting as ambassador in the South East region. Outside of work I am a lifelong Liverpool fan and can occasionally be found hacking around a golf course. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Approved by The Openwork Partnership on 26/10/2023. Get help to understand the best level of life, critical illness and income cover for you. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
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
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.