0330 038 8941
Based in Westcliff-on-Sea
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
Last checked: 24 April 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
James has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 2 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: 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
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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 VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 16 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
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
Last checked: 24 April 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
James has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 2 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: 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
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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 VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 16 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
Household income
Mortgage value
Savings
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