0330 038 8941
Based in Perranporth
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: 25 December 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
25
Recent Client Reviews
James has received 25 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 25 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: 05 January 2026
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
James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
James 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
17
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 17 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 17 first impressions)
As an Independent Financial Adviser I’m committed to delivering better value and choice for my clients. For more than 15 years, I’ve been helping individuals, families and businesses reach their financial goals. For me, planning for the financial future is more than just looking at numbers; it’s the people and aspirations behind the figures that matter the most. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running and protecting a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning. I enjoy translating the often complex nature of financial planning terminology into an easy to understand language for my clients. Outside of work my spare time tends to revolve around my family. I try to give back to the local community by coaching two junior age groups for my local football team.