Who do we work with?

“James has helped me with investments, pension income and retirement planning for the last 10 years. I trust him totally and feel he understands me well and gives me very sound and well thought out advice. I have recommended James to other members of my family and know he has helped them too”.

“James and his team have helped us to manage our retirement funding enabling us to maximise opportunities through troublesome Financial Times. Each and every time we reach out to him we get a quick and calming response which has enabled us to enjoy more financial security plus being able to access extra income when needed”.

“James has continued to have regular contact with us since our last review, keeping us updated on the world financial position and how this has been reflected in our current finances. He always presented these ups and downs in a factual, but calm, kind and positive way. After so many years of working with James, we both trust and value James' advice.”

“I had a hotchpotch of savings accounts, premium bonds, shares, and pensions from different companies. Nothing substantial. James consolidated my finances and maximised my tax free income - always with full discussion with me. I was able to see my financial situation clearer and understand better what my options were. He has monitored the changes in global and British finances and advised changes - or not accordingly. I have never felt pressured by him and I feel comfortable and confident to ask him about anything financial that I might be clear about”.

“I’d been working as a teacher and James was brought in to advise generally on pension planning at my then school. He was sensible and approachable and, because he came with the school’s backing I asked him to advise myself and my wife on our retirement plans and financial planning. James provided an excellent personal solution for us with a great deal of time and care spent on suiting our investments to our personal and family needs and defining our risk profile”.

“In turbulent times locally and globally were I the client who joined James in 2010 I would be living sleepless nights. Over the past 12 years James continues to support a novice of finance. I quickly built up both a confidence and trust in James. His bespoke service for me is well considered. James knows my tolerance of risk and has me in a position where no matter the situation I know James is overseeing the bigger picture and keeping me informed. I am in safe hands and know that James is working hard to ensure his clients have the best experience possible”.

“I'm due to receive a substantial (to me) inheritance from my father this year. As I don't understand much of what's involved in financial planning or handling investments, let alone in planning for my own children's inheritance, I decided it would be a false economy not to seek the help of a financial advisor.

Choosing James was no difficulty at all: of the several advisors I approached he was the most affable, the most attentive listener and the most imaginative (something I wasn't expecting in someone from the financial world); in fact, when I simply couldn't understand part of the potential set-up he was describing he took out his large notebook and drew it for me! -the illustration made immediate sense and I was reassured”.

“At our first meeting James pitched the conversation in a way which established a good rapport, an ease of dialogue and very clear sense of being receptive. In my mind this is fundamental to building a solid, trusting and personal relationship. Very much person to person and not at all clinical. Our relationship will be a long term one and therefore the personalities of James and myself will be crucial to success. Throughout our time so far James has always remained a person, someone who is always approachable and very willing to discuss any subject even if it is simply of interest rather than a business opportunity. We have established what I can best describe as a very good working partnership. My circumstances were somewhat complex and what I needed to achieve was certainly not routine. James met with me on many occasions before we settled on a plan”.

“In turbulent times locally and globally I joined James in 2010. I would be living sleepless nights. Over the past 12 years James continues to support a novice of finance. I quickly built up both a confidence and trust in James. His bespoke service for me is well considered. James knows my tolerance of risk and has me in a position where no matter the situation I know James is overseeing the bigger picture and keeping me informed. On numerous occasions James has been offering the opportunity to discuss the financial situation in general or specifically my investments. I am in safe hands and know that James is working hard to ensure his clients have the best experience possible.”