0114 287 0193
Based in Sheffield
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, 2025
5 out of 5
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 statusLast checked: 09 May 2026
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
31
Recent Client Reviews
James has received 31 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
James has received 31 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: 11 May 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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About
Financial planning can be daunting — I’m here to make it feel simple and supportive. I take the time to really understand what matters to you, so that we can build a plan that supports both your financial goals and your lifestyle. Whether you're at the start of your financial journey or managing more complex assets, I work in partnership with you to provide practical, jargon-free advice. Many of my clients appreciate the peace of mind that comes from having a trusted adviser on hand — and I see that trust as a privilege. I am a fellow of the Personal Finance Society which something I am very proud of as only a small percentage of advisers in the UK have this qualification. After an extensive time at Aviva I started advising clients in 2017 Away from the office I am married with three young children Katie, Dylan and Theo. Inevitably that involves having a 2nd job as a part time taxi driver taking them to their various activities. We also have family season tickets at Sheffield United, following the Blades up and down the country.