0114 287 0193
Based in Sheffield
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FCA Status: Pending
Checks for James and/or the firm they work for (or are appointed representatives of) are currently pending
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Checks for James and/or the firm they work for (or are appointed representatives of) are currently pending
11
Recent Client Reviews
James has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 11 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: 09 May 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.
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James has not yet added their qualifications to their profile
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James has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Status: Pending
Checks for James and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for James and/or the firm they work for (or are appointed representatives of) are currently pending
11
Recent Client Reviews
James has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 11 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: 09 May 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
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.
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).
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