0203 551 0160
Based in Aldgate
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: June, 2020
4.8 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: 24 April 2025
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
15
Recent Client Reviews
James has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 15 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: 31 January 2025
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 not yet added their fees to their profile
Fees not yet added
James has not yet added their fees to their profile
10
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 10 first impressions)
90% of users who are not yet clients had a positive first experience with James
90% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 10 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
15
Recent Client Reviews
James has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 15 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: 31 January 2025
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 not yet added their fees to their profile
Fees not yet added
James has not yet added their fees to their profile
10
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 10 first impressions)
90% of users who are not yet clients had a positive first experience with James
90% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 10 first impressions)
James’ focus is building lasting relationships with clients, helping them understand their needs while piecing together previously disparate circumstances to maximise family wealth and meet objectives. James is a Chartered Financial Planner and Fellow of the CII, with the CII's Advanced Diploma in Financial Planning. He is also a Certified Financial Planner with the CISI, winning two awards for attaining the highest result in the country for both the exam and case study in 2022 James’ areas of expertise include planning for retirement, estate planning, tax planning and investment allocation. This includes working with business owners, as James is a member of the Privately Owned Business team at Forvis Mazars LLP. James is one of the champions of cash flow modelling in the business, exploring new ways that plans and risks can be assessed to provide security and peace of mind for clients. James joined Forvis Mazars in September 2012 after graduating from the University of Leeds with first class honours in Mathematics. His achievements have been recognised by Citywire Magazine five years in a row, being named one of the ‘Top 35 Next Generation Advisers’ 2017 to 2021. He was also runner up in the FT’s UK-wide Money Management Award for Multi-Asset Planner of the year 2018. Qualifications include: Fellow (Chartered Insurance Institute, CII – United Kingdom) Chartered Financial Planner (CII – United Kingdom) Certified Financial Planner (CISI) European Financial Planner (European Financial Planning Association) Advanced Diploma in Financial Planning (CII – United Kingdom) Certificate in Discretionary Investment Management (CII – United Kingdom) Certificate in Life & Pensions (CII – United Kingdom) Award in Long Term Care Insurance (CII – United Kingdom)
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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Adviser Disclaimer
Forvis Mazars Financial Planning Limited Forvis Mazars Financial Planning Limited is registered in England and Wales with registered number 3172233 and with its registered office at 30 Old Bailey, London EC4M 7AU. Forvis Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Forvis Mazars Financial Planning Limited is a wholly owned subsidiary of Forvis Mazars LLP, the UK firm of Forvis Mazars Group, a leading global professional services network.