0330 038 8939
Based in Warrington
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: September, 2016
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: 06 April 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
27
Recent Client Reviews
James has received 27 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 27 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: 26 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
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 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
14
Positive First Impressions
86% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 14 first impressions)
86% of users who are not yet clients had a positive first experience with James
86% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 14 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: 06 April 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
27
Recent Client Reviews
James has received 27 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 27 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: 26 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
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 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
14
Positive First Impressions
86% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 14 first impressions)
86% of users who are not yet clients had a positive first experience with James
86% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 14 first impressions)
We have an office based in Warrington however I will visit you in your home or place of work over the Cheshire, Lancashire and Merseyside areas. I adopt an extremely professional and friendly approach and have been recommended by many of my clients for explaining complex and beneficial Financial Planning in easy-to-understand language. I take great pride in our fantastic customer service and I put my clients at the centre of absolutely everything I do. My aim is to keep my client relationships long term, with regular communication and by making sure I am always available for help and advice. I am incredibly passionate about looking after my clients, and I cannot stress just how important trust, honesty, and hard work are to ensure that our business operates with high standards and integrity As a potential client of mine you can look forward to a relaxed face-to-face appointment. You will be pleased to know that prior to giving you advice, I will take the time to listen and understand what is really important to you. No pushy sales, no jargon. Just common-sense advice with the benefit of you and/or your family at heart. Being completely independent means you can be sure the advice I give you is in your best interests. I have a clear and transparent charging structure and I always aim to deliver first class service. Once we have your financial plan in place, I promise to regularly review your arrangements to ensure they continue to meet your needs. If you would like to meet with me for a free, no obligation initial meeting, please feel free to make contact via phone or email and of course the first meeting is at no charge.
£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.