0203 544 6810
Based in Gipsy-Hill
View locationChecks 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
14
Recent Client Reviews
James has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 14 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: 09 May 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
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
14
Recent Client Reviews
James has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 14 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: 09 May 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
I joined Perspective in London in 2021. I have a wealth of experience having worked in the private banking sector for over 30 years with some of the largest banks in the world. I am a Chartered Fellow of the Chartered Institute for Securities and Investments reflecting my commitment to the highest standards of knowledge, skills and expertise. I enjoy helping clients achieve their financial and life goals through careful financial planning and regular reviews, providing advice on all areas of financial planning to both private and corporate clients. Outside of work, I enjoy spending time with my family, cycling and sport (mainly watching now!)
Offers available through VouchedFor
Contact James through VouchedFor and your initial 30 minute 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
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.