What can James do for you?
Skills & Areas of Advice
• Pension and retirement planning
• Private school funding plans
• Wealth management
• Investment and pre-retirement planning
• Near and post-retirement planning
• Inheritance taxation planning
• Protection for loved ones and dependants
• General insurance
Qualifications
• Advanced Diploma in Financial Advice
• Diploma in Regulated Financial Planning
• Certificate in Pension Transfer Advice
• Certificate in Life & Pensions
• Certificate in Mortgage Advice
• BA- Law & Economics
I take pride in offering a professional and personal service; my aim is always to get to know my clients to understand their circumstances and to ensure that I can provide a bespoke service that will help them achieve their goals.
Since completing my degree in Law & Economics, I have worked in financial services since 2008. I started my career working for one of the largest investment providers in the UK, working on a consultancy basis with adviser firms along the South Coast and London before becoming a financial adviser. The main areas that I can help you are:
• Pre and post-retirement planning
• Pension Transfer Advice - Including Defined Benefit
• Inheritance Tax planning
• Protection for your family and loved ones
Outside of work, I have a keen interest in Martial Arts and Football and spending time with my family.
Experience & Achievements
• Experience in all core advice areas, as well as a specialism in wealth management and pensions.
• Achieved Chartered Status.
• Achieved the appropriate qualification and relevant licence to provide advice on defined benefit pensions and transfers.
• Membership of the Chartered Insurance Institute (CII)
• Worked across all client areas, including private clients, corporate clients and vulnerable clients. Worked with professional connections such as accountants, estate agents and solicitors.
• Has built a reliable network by providing advice and high-quality services to local individuals, business owners, people starting on the property ladder, clients in the mid-stage of working life, and people coming up to retirement looking to maximise their living standards.
Inheritance Tax Planning, Some Buy to Let Mortgages & Employee Benefits are not regulated by the Financial Conduct Authority
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
