Our experienced team of professional advisers are dedicated to building successful long-term relationships and supporting clients throughout their careers in order to help them achieve their financial goals.
We pride ourselves on being proactive and meeting our clients at consistent regular intervals to keep fully abreast of changes in their personal and professional circumstances. We introduce new products where relevant and continually review existing ones to make sure they’re most appropriate to further enhance your financial position.
Highlights, Specialties & Features
- Pension tranfers
- Retirement planning
- Tax planning
- IHT Planning
- Life insurance
- Income protection insurance
- Key man insurance
- Wills and Trusts
Professional Associations & Certifications
- Diploma in Financial Advice (DIpFA)
- BA Hons Business and Management
- American Express, Debit Cards, Diner's Club, Discover, Google Checkout, MasterCard, PayPal, Personal Checks, VISA, Direct Debit
|Address||22 Mount Ephraim Road|
|Phone Number||01892 671273|
James took the time to make sure he understood my circumstances before giving me some excellent advice on how I could maximise the tax efficiency of my investments and thus my retirement income.
James was incredibly understanding about what goals I wanted to prioritise. The key, for me, was to have it explained in simple terms - this enabled me to take out the right personal protection and pension plan. Trust is probably the most important part of this process and I felt/feel confident that James helped me make the right plans to safeguard my family's future.
James was highly professional and set me up with an investment plan that fit my needs and risk appetite. 5 out of 5 Stars
I had multiple pension pots from previous employers and was looking for advice on whether to consolidate these plans. James undertook an honest and detailed analysis of my policies allowing me to make a fully informed decision on the best way to proceed. Highly recommended.
I was looking to set up a pension plan as I had been given a generous allowance from my company. James advised on product and fund selection tailored to my personal circumstances and attitude to risk. Once the correct product had been identified, he facilitated all areas of setup and continues to manage things moving forward. 5 out of 5 Stars.