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Based in Ashford
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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: 09 July 2025
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
1
Recent Client Reviews
James has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 1 client review 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: 06 March 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
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
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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: 09 July 2025
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
1
Recent Client Reviews
James has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 1 client review 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: 06 March 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
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
As a Independent Chartered Financial Adviser, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means that my clients can be confident that they are dealing with one of the UK’s leading advisers that is wholly committed to providing them with the best possible advice, service and support. My emphasis is on maintaining a long-term relationship with my clients and providing them with a source of trusted advice as their financial needs evolve over the years. How I help my clients: ► Providing their children with financial security ► Helping them gain clarity and have increased certainty they're on track to achieve a comfortable retirement ► Protecting them and their family's financial situation in the event of the unexpected ► Mitigating or minimising income tax, capital gains tax or inheritance tax bills ►Provide an effective exit strategy for the sale of their business I provide a no-obligation, initial financial review to start the process. If you would like to book a review for peace of mind or to get further information, please contact me on 07510304715 or james.elliott@talisifa.com Outside of work, I am a keen tennis player and a follower of the World tennis tour.
£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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