0330 038 8941
Based in Poole
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, 2023
5 out of 5
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: 17 April 2025
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
11
Recent Client Reviews
James has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Mortgage Adviser
James can advise across a wide range of mortgage products in the market. It is important to ask if James checks lenders’ direct-only deals.
Last checked: 28 January 2025
James can advise across a wide range of mortgage products in the market. It is important to ask if James checks lenders’ direct-only deals.
Qualifications Uploaded
James has not yet added their qualifications to their profile
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James has not yet added their qualifications to their profile
Transparent Fees
James has not yet added their fees to their profile
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James has not yet added their fees to their profile
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: 17 April 2025
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
11
Recent Client Reviews
James has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Mortgage Adviser
James can advise across a wide range of mortgage products in the market. It is important to ask if James checks lenders’ direct-only deals.
Last checked: 28 January 2025
James can advise across a wide range of mortgage products in the market. It is important to ask if James checks lenders’ direct-only deals.
Qualifications Uploaded
James has not yet added their qualifications to their profile
Qualifications not yet added
James has not yet added their qualifications to their profile
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
I firmly believe the most important aspect of being a good Mortgage and Equity Release adviser is having the ability to understand my client's needs and goals and ensure they are provided with products which best suit their individual circumstances, be that mortgages, protection or Equity Release. With over 20 years of experience, I pride myself on providing a 'whole-of-market' service and along with our team ensure that your application progresses in an efficient manner, taking as much of the frustrating administration away from you as possible. I am registered with the Equity Release Council, as is PFM Associates, and regularly work with individuals and their families to navigate Equity Release. In addition, I also advise on protection including Life Assurance, Critical Illness and Income Protection. Outside of work I enjoy spending time with my family and sampling different restaurants far and wide!
£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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Mortgage value
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Adviser Disclaimer
This Financial Planner is a valued member of the PFM Associates team. For further information about PFM Associates, please visit www.pfmassociates.co.uk PFM Associates Limited is authorised and regulated by the Financial Conduct Authority. PFM Associates Limited is registered in England and Wales, company registration No 03871403.