0330 038 8938
Based in Stamford
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, 2023
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 15 October 2026
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
42
Recent Client Reviews
James has received 42 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
James has received 42 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 September 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.
Qualifications Uploaded
James has not yet added their qualifications to their profileQualifications not yet added
James has not yet added their qualifications to their profile
Transparent Fees
James has not yet added their fees to their profileFees not yet added
James has not yet added their fees to their profile
About
Westminster Wealth Management is a Chartered Independent Financial Advisory dedicated to delivering tailored financial advice of the highest standards. James’s client base reflects his in depth understanding of financial markets and his commitment to achieving client’s desired outcomes. Working with those who lack the confidence to manage their finances themselves up to the most financially literate, James has a proven track record of delivering solutions to meet a variety of needs. "Our clients come to us for our expertise based approach providing a unique blend of specialist skills linking financial planning, tax efficient structuring and management of the underlying assets." Whether you are a private individual, a company, a trust, or a charity, we have the technical know-how and relationship experience to assist you with all of your wealth matters.
