0208 166 7217
Based in Archway
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FCA Regulated
Last checked: 17 February 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Verified reviews: 100%
James has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 17 February 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.
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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
Checks carried out by VouchedFor
FCA Regulated
Last checked: 17 February 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Verified reviews: 100%
James has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 17 February 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.
Qualifications Uploaded
Qualifications not yet added
James has not yet added their qualifications to their profile
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
As a Chartered Financial Planner the most important thing to me is providing the best advice to clients and their interests lie at the heart of everything I do. At Bloom we always follow the same morals, standards and practices of a Chartered Financial Planning Firm. We use a holistic and independent approach where we truly understand what you want, before giving advice on any possible solutions. My aim is to provide quality and clear financial advice and as a result build strong ongoing relationships with my clients. Key areas I can add value: Tax Planning Retirement Planning Pensions Family & Individual Protection Business Protection Savings & Investments Wealth Management Intergenerational and legacy planning At Bloom, our mission is to help you cultivate financial wellbeing. This gives you the freedom to enjoy day-to-day life and achieve your goals because you have planned for the future. We believe fresh thinking is key. We created Bloom to introduce a fresh approach to financial planning. We wanted to offer an alternative to the stuffy, impersonal, one-size-fits-all style that many financial advisers offer. Our bespoke 360° approach goes beyond the numbers and looks at the whole picture. We believe your financial consultant should guide you through the complexities of the financial world, enlighten rather than lecture you, give you clear options to choose from, and make personal recommendations for you. To do this, we listen to what you really want to achieve; understand your hopes, fears, appetite for risk; and any key milestones in your future. Only then can we truly have a meaningful impact on your life. Ready to feel refreshed?
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
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This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Bloom Financial Consulting Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 988707. Registered Address: 27 Parolles Road, London, England N19 3RE. Registered in England & Wales, No. 14331033. The Firm Reference Number is 988707.