0292 227 9219
Based in Cardiff
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: June, 2020
4.8 out of 5
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 pendingThis check is pending
Checks for James and/or the firm they work for (or are appointed representatives of) are currently pending
46
Recent Client Reviews
James has received 46 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
James has received 46 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 April 2026
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
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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)
About
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.