0161 937 7600
Based in Stockport
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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 status
Last checked: 23 May 2025
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
4
Recent Client Reviews
James has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 4 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: 17 February 2022
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
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James has not yet added their qualifications to their profile
Transparent Fees
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James has not yet added their fees to their profile
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 status
Last checked: 23 May 2025
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
4
Recent Client Reviews
James has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 4 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: 17 February 2022
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
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.
£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).
About James's clients
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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