Client stories

Rather than James tell you about how you can benefit from his services. Some of his clients have been kind enough to share their stories about how financial planning work has impacted and changed their lives.

Approaching and preparing for retirement

“I had confidence that James was advising me on the best investment choices for me, meaning I no longer had to worry, I had peace of mind and I could relax knowing that my finances were being looked after well."

Elsie

Somerset

Recently bereaved

People tell me I was very brave to go ahead with my house, but I did so with the confidence given to me by James. My house sold, I moved and am so happy in my new small home

Diana

Somerset

Approaching and preparing for retirement

Since the crash in 2008, we understood long-term investment hadn’t been as good as years gone by. But with James, we felt reassured and happy that our money was in safe hands

John and Carol

Milborne Port

Retired already

We feel we are important to James. He is supportive and his guidance allows us to make informed choices. He’s a very knowledgeable, professional and caring advisor

James and Janet

South Somerset

Approaching and preparing for retirement

I’m very happy with James’ thoughtful approach. It got me organised financially and inspires confidence that my savings are in the right hands

Richard

North Yorkshire

Approaching and preparing for retirement

As our family moves through life, James excels himself at going above and beyond the call of duty to ensure that we have help when we need it and allow us to enjoy the happier times to the full.

Jess

West Dorset

Approaching and preparing for retirement

“It has been a great benefit to see someone on a regular, professional and personal basis with whom we could work together. James takes the time to explain options patiently and clearly which is reassuring.”

Clive and Diane

North Dorset

Get in touch

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