Investing for the future

James has worked with Richard for more than 20 years, helping him to use his capital to live comfortably and achieve his goals.

Richard first came to James needing advice on how to manage a small inheritance. He wasn’t confident about the best course of action, or how to invest. As well as this, he wanted to become more financially organised.

To suit Richard’s cautious approach, James recommended a mix of balanced investments and ISAs, so the savings could work hard without the need for regular management. Thanks to James’ innovative plan, Richard now lives with confidence that his money is secure and he is working towards paying off his mortgage and paying more into his pension.

Reflecting on our advice, Richard said: “I’m very happy with James’ thoughtful approach. It got me organised financially and inspires confidence that my savings are in the right hands”.

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

More client stories

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

Read more
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

Read more
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

Read more
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

Read more

Get in touch

If you’d like to find out more, complete the form below and James will be in touch.