Nick James

Nick James

NewRoad Financial Planning

Minimum savings/pensions: Any amount

0330 038 8940
Based in Warwick
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Top Rated 2026
Verified since: November, 2021

5 out of 5

55 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 August 2026

    Nick and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 9

    Recent Client Reviews

    Verified reviews: 100%

    Nick has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 14 April 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

    Qualifications not yet added

    Nick has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Nick has not yet added their fees to their profile

  • 7

    Positive First Impressions

    86% of users who are not yet clients had a positive first experience with Nick

    86% of VouchedFor users have had a positive (4 or 5 star) first experience with Nick (based on 7 first impressions)

About

As a fully independent financial adviser I work closely with my clients to provide holistic advice that ensures their financial well-being both now and in the future. I am a member of the Chartered Insurance Institute (CII), have a Diploma in Financial Planning (DipPFS) and hold a Statement of Professional Standing. I live in Warwick with my roots in the Midlands. My client base covers London, Surrey and the Midlands. I’m a keen sports fan and play golf and tennis whenever I can.