0330 038 8942
Based in Bridgend
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.8 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 status
Last checked: 16 April 2025
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
10
Recent Client Reviews
James has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 10 client reviews in the past 12 months; 100% of these have been verified
Limited Mortgage Adviser
James can advise across a limited set of mortgage products, which may be provided by companies James works with. This limitation may allow James to offer an improved service quality and lower fees, but it’s important you understand how these products compare with others available.
Last checked: 18 November 2024
James can advise across a limited set of mortgage products, which may be provided by companies James works with. This limitation may allow James to offer an improved service quality and lower fees, but it’s important you understand how these products compare with others available.
3
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
James has provided information on their typical fees
James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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: 16 April 2025
James is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed James's status
10
Recent Client Reviews
James has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
James has received 10 client reviews in the past 12 months; 100% of these have been verified
Limited Mortgage Adviser
James can advise across a limited set of mortgage products, which may be provided by companies James works with. This limitation may allow James to offer an improved service quality and lower fees, but it’s important you understand how these products compare with others available.
Last checked: 18 November 2024
James can advise across a limited set of mortgage products, which may be provided by companies James works with. This limitation may allow James to offer an improved service quality and lower fees, but it’s important you understand how these products compare with others available.
3
Qualifications Uploaded
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
James has provided information on their typical fees
James has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
As a Mortgage and Protection Advisor with True Potential Wealth Management, I'm committed to creating as much value for my clients as possible. Whether this is through sourcing the best mortgage product on the market or building in financial security and stability through my protection advice. Creating value and enabling you to achieve your financial objectives is at the forefront of what we do here at True Potential. Recognising that everyone’s circumstances are unique, I will take the time to get to know you, what's important and your priorities. Whether it's a remortgage, if you are a first-time buyer, house mover, or looking to add protection into your financial planning, I can work with you every step of the way, providing the highest quality advice and service possible. Financial planning can be time-consuming and stressful. I am here to alleviate these pressures and ensure that the process is a very positive, uncomplicated, informative, and professional experience. Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way, through either remote or face-to-face meetings, the choice is yours depending on which option suits you and your schedule best. The aim of this is to put you in a fully informed position, to instil you with confidence and most importantly trust, which is vital a component of the client, advisor relationship. For more than 2 years, I’ve been helping individuals and families reach their financial goals. After receiving my Certificate in Financial Planning from The Chartered Insurance Institute I became a qualified adviser. I’ve continually enhanced my knowledge, expertise, and experience through further professional development courses with the Chartered Insurance Institute and advising and guiding many clients through what has been an extremely volatile and a historically turbulent time financially. I encourage you to take the time to explore my website and discover more about my professional service and advice process.
Offers available through VouchedFor
Contact James through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.