0330 038 8938
Based in Hessle
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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: 15 February 2026
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
6
Recent Client Reviews
James has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 6 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: 16 September 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.
1
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
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James has not yet added their fees to their profile
I initially joined Stephenson Johnson Financial Planning in 2019 as a Paraplanner, before becoming a Financial Advisor in November 2023. Previously, I worked for Santander for 15 years in a number of managerial roles. My aim as an advisor is to use my years of experience in financial services to provide an approachable and friendly service, and to provide easy to understand and comprehensive advice to assist you in achieving your financial goals and objectives My existing clients range from young people starting their first pension, investment and protection plans to older people who require guidance with their retirement and tax planning. I also work closely with a number of local businesses to provide help and advice with regards to auto enrolment as well as pension plans for the senior members of staff and directors of these businesses. Outside of work I have a number of interests including football, tennis and cricket, and I am also an accomplished musician. I am married and have a young son, and I particularly enjoy spending time with my family and watching my son play football at the weekend. My initial meetings are all free of charge with no obligation. I look forward to hearing from you!