Future planning

James has worked with Jess for more than 12 years, supporting her financial decisions and making sure her money is working hard for her.

Jess has never been overly concerned about her finances and admitted she was quite laid back when it came to future planning and investment opportunities. She wanted advice so she could relax and enjoy her life without the need to worry about her financial future.

In looking at both the short and long term, and considering the risk levels Jess was comfortable with, James put a plan in place which meant her investments are working hard. In addition, James works with Jess’ wider family, providing advice on tax-efficient savings and longer-term planning.

James arranges regular catch-ups to ensure Jess is kept up to date with market fluctuations and to make adjustments to her portfolio where necessary. James is always on hand to discuss any concerns regarding markets and investments, ready to give a nudge and assist where appropriate.

The association with James has meant Jess is able to live confidently, safe in the knowledge that every possible step has been taken to plan ahead and protect her assets.

Looking back on the advice James has provided, Jess said: “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.”

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.

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Get in touch

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