Why choose James?

Money has one job: to support your life. So, whether you are approaching or are already retired, or have been recently bereaved, James’ expertise can help you reach your potential.

By working with James, you’ll benefit from stepping out from the crossroads with a clear mind about what you want to achieve. As well as financial clarity, here are a few other reasons why James’ clients choose to work with him:

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.

Independent approach

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.

James is recommended

James is rated highly by his clients on VouchedFor; an independent, verified platform that allows individuals to rate their professional advisers.

Reviews and Ratings for Financial adviser James Craw, Dorchester

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.

Local expertise

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.