0330 038 8938
Based in Hereford
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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: 23 December 2025
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
9
Recent Client Reviews
James has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 9 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: 22 August 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.
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
With over a decade of experience in the financial services industry, I am a Chartered Financial Planner and Fellow of the Chartered Insurance Institute. My commitment is to provide personalised financial guidance that truly aligns with your goals and values. What sets me apart is my dedication to integrity and transparency in every aspect of our relationship. I believe that financial advice should be straightforward and understandable, empowering you to make informed decisions with confidence. Whether you're planning for retirement, managing investments, or securing your family's financial future, my approach is always centred around your best interests. I take pride in building long-term relationships with my clients, understanding that your financial journey is unique and requires a tailored approach. By working together, we'll develop a comprehensive financial plan that evolves with your life, ensuring you're always on track to achieve your aspirations.