James Porter
PK Financial Planning LLP (trading as Shackleton Group)
Minimum savings/pensions: Any amount
0208 166 8476
Based in Richmond
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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: 30 April 2025
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: 29 January 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.
Qualifications Uploaded
James has not yet added their qualifications to their profile
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James has not yet added their qualifications to their profile
Transparent Fees
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James has not yet added their fees to their profile
Checks carried out by VouchedFor
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: 30 April 2025
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: 29 January 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.
Qualifications Uploaded
James has not yet added their qualifications to their profile
Qualifications not yet added
James has not yet added their qualifications to their profile
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
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!
Offers available through VouchedFor
Contact James through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About James's clients
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Adviser Disclaimer
PK Financial Planning LLP is a limited liability partnership registered in England and Wales No. OC303592. PK Financial Planning LLP is authorised and regulated by the Financial Conduct Authority.