James Gardner

James Gardner

MKC Wealth

Minimum savings/pensions: Over £50,000

0330 038 8940
Based in Shrewsbury
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Verified since: May, 2025
4.7 out of 5

34 reviews

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  • FCA status: Certified by Firm

    Last checked: 17 December 2025

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

  • 22

    Recent Client Reviews

    Verified reviews: 100%

    James has received 22 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 14 August 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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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.