Having achieved consistent success over 15 years with HSBC Bank in providing financial advice to commercial customers on both a business and personal level,
James decided that he could better meet his client’s needs by providing truly independent financial advice with access to whole of market solutions.
James is a highly qualified and experienced Chartered Financial Planner and a Fellow of the Chartered Insurance Institute which shows his commitment to obtaining and maintaining the depth of knowledge required to provide high quality financial solutions in all aspects of his client’s financial planning needs, including the specialist field of pension transfers.
James believes that providing a first class service to his clients through his knowledge, experience and commitment, is central to developing and maintaining client relationships that are built on trust and loyalty.
The combination of James’s commitment to customer service and expert knowledge, with the business support offered by a close relationship with the Vision group means that his customers can be assured of the highest level of financial advice.
James can be contacted by phone on 07528 552337 or by email at
‘I have known James for over 20 years initially through his financial adviser role at HSBC and in recent years, his role as an Independent Financial Adviser. Throughout this time, I have always found James to be extremely knowledgeable, supportive, very structured in his approach to work and providing clear and appropriate financial advice. Overall, an excellent adviser. I am very happy to recommend him.’
‘Having worked with James, I have found him extremely professional and knowledgeable, providing excellent service. I am therefore always confident in referring my clients to Profusion Wealth, as James’ technical and high level of acumen at a specialist corporate level, provides my clients with bespoke solutions and a financial planning structure that prepares them confidently for the future.’
‘James has been my financial adviser for the last few years and has helped me in the areas of personal pension, investment, property purchase, group pension scheme and life and critical illness insurance. I am very happy with the service I have received.’
‘James Pillinger has been my financial adviser for many years and is someone I trust to advise in a clear, concise manner with my needs, circumstances and welfare in mind. He is always available to answer my questions and gives regular updates on the performance of my portfolio. Highly recommended.’
‘James is always reliable and efficient. He makes it very easy to work with him, he is flexible and always explains things in a way that I can understand. I always trust that he will do what he says and act in my best interest.’