James has recently joined the team with over twenty years financial services experience working with blue chip organisations such as Aviva, Barclays and HSBC.
‘I made the move to Vision having researched the various providers of Independent Financial Advice and Vision had the best proposition in my eyes. I am able to offer my clients complete unbiased financial advice allowing me the freedom that when meeting and discussing the financial planning needs for my clients, the financial freedom to explore all the possibilities available within the marketplace from all providers.
I enjoy helping clients achieve their financial goals whether this is planning for a great income in retirement or to help obtain the best possible returns on savings and investments.
I enjoy building strong relationships with my clients allowing myself to spend as much time that is needed with each client to fully understand their financial needs. I consider myself a good listener with a strong emphasis of open communication with all my clients. I believe this is the foundation of a successful working relationship.
My emphasis is on maintaining a long term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
James areas of expertise –
Inheritance Tax Planning
He lives in Windsor and looks after clients ranging from Berkshire, Surrey, Kent, Sussex, London and Hampshire. He enjoys travelling and is happy to meet you at your home or place of work to discuss your financial needs.
When he isn’t meeting with clients James enjoys keeping fit and is a keen distance runner, squash player and cyclist. He also coaches a local rugby team at weekends and has added silverware to the trophy cabinet!
‘Very happy with Vision always very helpful and understanding. Very happy with my Independent Adviser give him 5 stars! Thank you so much.’
‘James displayed politeness, helpfulness and patience throughout our meetings with him. We remained professional at all times and provided us with a balanced and honest forecast to enable us to make good choices.’