0330 038 8940
Based in Shrewsbury
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: May, 2025
4.7 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: 17 April 2026
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
30
Recent Client Reviews
James has received 30 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
James has received 30 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: 26 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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About
I have recently returned to Shropshire after building a wealth of experience working for a large Private Client firm in London servicing high net worth and ultra-high net worth individuals with an array of requirements. My areas of expertise include retirement planning, wealth protection, trusts, inheritance tax planning and general investments. I am a Chartered member of the LIBF and a pension transfer specialist. I am completely independent allowing me to truly research and tailor each piece of advice to every client’s unique circumstances and I am skilled in being able to deliver this in a simple and easy to understand manner. I conduct at least annual reviews with all of our clients to ensure we are still on track to meet their goals. I also employ cash flow modelling software to give a reliable visual representation of a client’s investment journey and retirement.