0117 295 0031
Based in Bristol
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FCA Status: Pending
Checks for James and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for James and/or the firm they work for (or are appointed representatives of) are currently pending
3
Recent Client Reviews
James has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 3 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: 23 April 2025
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.
4
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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
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James has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with James
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 5 first impressions)
Checks carried out by VouchedFor
FCA Status: Pending
Checks for James and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for James and/or the firm they work for (or are appointed representatives of) are currently pending
3
Recent Client Reviews
James has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 3 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: 23 April 2025
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.
4
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with James
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 5 first impressions)
My role is to earn your trust and to build strong client relationships in pursuit of properly understanding what is important to you, making way for ensuring I provide the right strategies for you whether its to reduce tax, save charges, make money or all three. From planning for the retirement you’ve always wanted, to passing on wealth to your loved ones, I would love to hear from you. I am also experienced in assisting registered charities with their investment mandates. As a client of Brewin Dolphin you can expect a personal, tailored service that is regularly reviewed and is flexible enough to keep you on course to achieve your financial goals. Working at Brewin Dolphin, one of the UK's largest investment management and financial planning firms, means I’m also supported by the research and financial strength of the company as a whole. This gives access to leading investment research and industry experts to guide my recommendations, and financial strength to give you confidence we’ll be here for the long term. During our long history as a respected provider of high- quality financial services to clients, we have earned a reputation for integrity and trustworthiness that stands us in good stead for the future. We have no in-house funds – we are free to search across the market to find suitable investments for each client. Family life is important to me. My wife, 4 children and two dogs keep me balanced. Any 'me time' is spent swimming or 'fair weather' road cycling either solo or with friends. In 2015, I was selected to feature in the Spear’s Magazine Top 50 UK High Net Worth Wealth Managers.
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
There may be certain circumstances and times of year when you may be better served by a colleague. I will firstly understand an outline of your position and requirements by phone and from there I will be able to determine if I am best placed to assist you directly or to introduce you to a colleague to assist.