0292 227 9219
Based in Cardiff
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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: 29 December 2025
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
52
Recent Client Reviews
James has received 52 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 52 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: 27 October 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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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
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)
With over 20 years of experience as a Financial Adviser, I fully understand the value of cultivating longer-term relationships with my clients and have been advising many of my clients for over 15 years. As an Independent Financial Adviser, I can offer the benefit of a wide choice of products and providers free of ties to any one provider. I believe the key to great financial advice is diligently getting to know my client’s full picture and truly understanding their dreams and aspirations, which in turn means my advice is the ideal fit. I am passionate about helping my clients really understand their most important goals through great conversations and then overseeing turning these goals and dreams into reality through making the right financial decisions and I am honoured to be there by my client’s side at every significant signpost in life to help them make the right choices. This is the hallmark of my service, and I am passionate about delivering a first-class, long-term relationship with my clients. I believe that integrity and honesty is key to an ongoing relationship with my clients and I expect the same in return. After all, the better I can get to know you and your circumstances the better the longer-term strategy. As with all things, this trust can take time to build. My spare time tends to focus around my two young children. I am a passionate supporter of charities including the British Heart Foundation and Maggie’s Cancer Charity, having completed a Sky Dive and a Firewalk in recent years raising thousands of pounds for great causes.