About James
"I thrive on helping clients plan for retirement to ensure they can fulfill their goals and ambitions".
Shortly after graduating from Cardiff University, I found myself in a financial planning meeting but on the client side of the table with my family. I immediately realised I wanted to be on the opposite side of the table helping other families with their financial plan so they can reach their goals.
Client testimonial:
What were the circumstances that caused you to initially look for an adviser?
I wanted to ensure that I was investing and saving my money intelligently to set me up for the future, minimising the stress of my financial situation in the latter years of my working career, or if I decided to change careers in which my income would considerably decrease. Additionally, I wanted to ensure that I was taking advantage of all the savings and investment options which would help in minimising the amount of tax to pay annually to HMRC.
How has James helped you?
James has made my life easier. He has been brilliant in laying out the financial plan for the years to come and advising me on the various options available to me for investments and savings. I do not have the attention span and diligence to monitor and review my investments nor do any of my own trading. James has helped me to set everything up so I don't have to worry about focussing on the details and admin. I feel comfortable knowing everything is taken care of and if anything were to change, I would be informed to make any decisions necessary.
Have you seen the outcome you were hoping for?
Yes, so far so good.
Ms. L
