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 Pillinger our adviser gave us confidence by explaining the process in simple terms and outlining the various options and scenarios. we were very pleased with James’ knowledge and friendly manner. The Financial Planning Report was very impressive and James guided us through it step by step, patiently answering any questions we asked.’
‘We feel confident that we receive suitable and appropriate advice from James’.
‘James has given us continued support and is always there when needed. James advised me to claim on critical illness cover earlier this year for an illness I never imagined they would pay out on. They did. Without James I never would have even thought about it. James is exactly the sort of adviser we need.’