Why work with James
If you are close to retirement or have recently been bereaved your money has one job, which is to support your life. So, it’s important to understand the things that are important to you.
Financial Life Planners have a different approach to other financial advisers. They focus on getting to the root of what you want to achieve with your money and work with you to help you achieve and maintain the life you want.
- As an independent firm, James has the freedom to choose the best option for you
- Local presence means James works exclusively across Dorset and Somerset
- A friendly and personable approach so James gets to know you as more than just a client
Get in touch
If you’d like to find out more, complete the form below and James will be in touch.