0203 544 6810
Based in Aldwych
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: November, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Naomi and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 12 May 2025
Naomi and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Naomi has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Naomi has received 5 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 03 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Naomi has not yet added their qualifications to their profile
Qualifications not yet added
Naomi has not yet added their qualifications to their profile
Transparent Fees
Naomi has not yet added their fees to their profile
Fees not yet added
Naomi has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Naomi (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Naomi
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Naomi (based on 7 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Naomi and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 12 May 2025
Naomi and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Naomi has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Naomi has received 5 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 03 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Naomi has not yet added their qualifications to their profile
Qualifications not yet added
Naomi has not yet added their qualifications to their profile
Transparent Fees
Naomi has not yet added their fees to their profile
Fees not yet added
Naomi has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Naomi (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Naomi
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Naomi (based on 7 first impressions)
Naomi joined the David James Wealth Team in 2024. She transitioned into the Financial Services industry in 2019 and qualified as a Financial Planner in early 2023, holding the Diploma in Regulated Financial Planning from the Chartered Insurance Institute. She has experience in providing holistic advice including retirement planning, investments and protection. Naomi’s focus is working closely with her clients to become a source of trusted advice over their lifetimes. In her spare time, Naomi enjoys running, travelling to new cities and discovering new restaurants. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an invest.
£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 Naomi's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
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.