James Hodges

James Hodges

Willow Financial Planning Limited

Minimum savings/pensions: Over £50,000

0330 038 8941
Based in Westcliff-on-Sea
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Verified since: June, 2018

5 out of 5

102 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 24 March 2025

    James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    James has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 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.

  • 2

    Qualifications Uploaded

    2 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 provided information on their typical fees

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

  • 16

    Positive First Impressions

    94% of users who are not yet clients had a positive first experience with James

    94% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 16 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 24 March 2025

    James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    James has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 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.

  • 2

    Qualifications Uploaded

    2 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 provided information on their typical fees

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

  • 16

    Positive First Impressions

    94% of users who are not yet clients had a positive first experience with James

    94% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 16 first impressions)

I am a passionate adviser and have been in the financial services industry since 2007. I truly believe in holistic financial planning, whilst perfectly capable and able to advise on individual plans and investments its only when they are combined with the overall financial situation and married to your own personal aims and objectives that financial advice adds real benefit and value. To support this I undertake cash flow forecasting to establish if you are on track to meet your financial goals. If not we try to make remedial steps to get you back on track! We try to make the complications of financial affairs as simple as possible and do our best to work collaboratively with you to ensure you are positioned to get the best out of your financial life with us. Please note - Pension Transfer (Defined Benefit or Final Salary) Specialist but my minimums are different to standard wealth criteria. This is due to the complexity and risk associated with such advice this minimum is a Cash Equivalent Transfer Value of £250,000 per scheme.

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

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Clients' level of financial expertise

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Adviser Disclaimer

Please note that the fees charged vary for Final Salary Transfers to allow for the increased risk and work involved