0330 038 8941
Based in Inverness
View locationChecks 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 Authority
Last checked: 24 March 2026
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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: 08 December 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.
7
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 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
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 7 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 7 first impressions)
I have 34 years experience as a financial planner and set up Achieve Financial Planning Ltd in February 2010. Having commited to self development; I qualified as a Fellow of the Personal Finance Society and in 2005 was in the very first group of advisers to recieve Chartered Financial Planner status . With my team at Achieve I provide expert advice on investments, pensions and estate planning to help you invest tax efficiently, in low cost investments & at the right level of risk to ensure that you can achieve your goals. Away from work, my pastimes are varied: I can be found doing DIY on my roof, working under my car, road cycling or completing multi day walks. I love to travel and I am always adding new destinations to my bucket list.