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 am very pleased that James is now ‘my’ financial adviser! His extensive knowledge, experience and professionalism, together with his warm and friendly personality, have been much appreciated as we have worked through my financial planning together. I just wish that I had met him years ago!’