0330 038 8938
Based in Leamington-Spa
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: November, 2022
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: 19 August 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 verifiedVerified reviews: 100%
James has received 6 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.Last checked: 04 August 2026
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below3 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
92
Positive First Impressions
99% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 92 first impressions)99% of users who are not yet clients had a positive first experience with James
99% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 92 first impressions)
About
I help families navigate the important and complex decisions that life throws at them: - How to structure your financial life so you can work to live not live to work - How to save enough to enjoy retirement - Financial protection in times of ill health - Tax efficiency and investing strategy - Saving for your children or funding their education My style of financial advice starts with education. I want you to understand the potential courses of action and the consequences. Then, together we can make an informed decision about what to do. Outside of work I’m a father and a husband which keeps me busy! In my free time I love walking the dog, swimming and the occasional pub visit on a Sunday afternoon. I’m always happy to chat with no obligation so send me an email or give me a call if you need some help with your family financial planning.