Why choose James?
Putting you first
You’ll always come first before your money. As financial life planners, James will identify how your money can support you and your aspirations.
As an independent firm, James isn’t tied to any particular product or provider. This means he can recommend products from the whole of market and are therefore careful, considered, and bespoke for your individual needs.
Advice you can trust
In an age where financial scams are common, it’s more important than ever to ensure you select a financial professional you can trust. James is directly authorised and regulated by the Financial Conduct Authority (FCA) and you can find his entry here on the FCA register.
James’ clients usually live and work within Somerset and Dorset. James is local; here, on your doorstep, to listen whenever you need guidance.
Get in touch
If you’d like to find out more, complete the form below and James will be in touch.