James Porter

James Porter

Shackleton Advisers Limited

Minimum savings/pensions: Over £250,000

0208 166 8476
Based in Richmond
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Top Rated 2026
Verified since: April, 2024
4.8 out of 5

26 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 February 2026

    James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status

  • 19

    Recent Client Reviews

    Verified reviews: 100%

    James has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 23 February 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.

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As a Financial Adviser, I have acquired a broad range of experience over the years, earning 12 financial planning qualifications, with the intention to take more exams. My specialisms include pre and post-retirement planning. Additionally, I liaise with clients, such as arranging annual reviews and other meetings, conducting research on the whole of market, providing advice to help clients enhance their position and meet their goals, yet also liaising with brokers and providers. I started in the industry at 18 and worked in a family-owned firm near Brighton for 2 and a half years, before becoming a Paraplanner at another Chartered Financial Planners. I then took the next step and became a Financial Planner, returning to the family business to gain more experience. During my five years in the industry, I have predominantly worked on retirement cases of all sizes. Aside from work, I enjoy CrossFit, Golf, Squash, Boxing and even Brazilian Ju Jitsu. I was actually in the England Karate team and competed in Taiwan in 2015!