0330 038 8939
Based in Exeter
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: May, 2016
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 30 May 2026
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
James has received 17 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
James has received 17 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.
5
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below5 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowJames 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
18
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 18 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 18 first impressions)
About
Our companies core focus is to listen to our clients and use the tools and skills we have available to make tailor made recommendations and solutions to meet your individual views and circumstances. With the overall goal to make your life that little easier having some one to guide your through your financial planning. I am a fully independent financial adviser running Exeter's Premier Financial Planning Ltd’s office dedicated to servicing and educating those coming up to and in retirement to fulfil their dreams and help them get the most out of their wealth. I have worked in financial services since 1999 and over that time have helped and advised hundreds of individuals and families to invest wisely, save for retirement and preserve their capital. I accomplishes this through retirement planning, investment management, tax planning and wealth preservation, mortgage arranging and protection planning. I have built my reputation with clients for being able to explain financial complexity in terms that are simple to understand. I work 1-to-1 with clients and seeks to build long standing relationships with them. I live in Pinhoe with my partner Emma and pleased to be a Pinhoe business owner helping the community with their financial needs. My working hours are flexible (weekend & evenings meetings available) and all my clients have my office, private mobile number and email to contact me when ever they need. We also have handy parking at the office for all clients.