It is my priority to deliver a service that is straightforward and focused on helping you to achieve your financial goals and aspirations.
Based in Horsham, as an Independent Financial Adviser I’m here to help you, the individual.
My work is tailored to achieve the best outcome for clients based on their circumstances and needs, rather than what’s in the best interests of a bank or insurance company. I offer an affordable and friendly avenue for those seeking honest financial advice, whether local or further afield. I service clients across London, Kent, Sussex, Surrey and can visit you wherever you are.
Seeking financial advice can be a bit daunting and I recognise that. That’s why I make it my priority to cut the jargon and offer a service that is straightforward and focused on your financial goals.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
I help you to create tailored investment solutions that take into consideration your all your goals, the pulse of the economic climate and your appetite for risk.
Life Insurance & Protection
The foundation of any sound financial plan is a strong defence. Protecting your existing assets is as important to me as helping you to acquire more.
Pensions & Retirement
Do you know how far your money will stretch when you retire? A consultation with myself might be all it takes to begin the journey to financial freedom in retirement.
Inheritance Tax Planning
It’s important to remember that at the end of your life, your estate can be subjected to inheritance tax if it’s worth more than the inheritance tax threshold.
I had recently become self-employed and needed some protection cover advice. Having spent most of my career in the finance industry it is fair to say that I have amassed a huge list of contact in this field however James has a very no nonce direct approach and a sound knowledge of the services and product that he recommends which is a quality I admire, and I wanted him to look after my own financial needs. During my time in wealth management I have met people who have had very good experiences with Financial Advisors and, unfortunately, many who have not. There are still many dishonest or bad Financial Advisors working in the industry who are guilty of selling products unethically just for their own financial gain and not because they meet the client’s needs. James is thorough, professional and clear about how he can help and what is best for the client. I have critical heath protection in place to meet my needs at an affordable cost thanks to James’ guidance and advise. I am delighted with James’s service and honesty. I would not hesitate to recommend James to my friends, family and clients and look forward to growing our relationship.
Yours sincerely Carina
James came highly recommended and with not having a current pension plan in place that I pay into regularly, along with having an old pension plan, that I knew nothing about, I asked James if he would help me get it sorted. I know very little about pensions in the UK and was also confused as to what I actually had in place. James came round and explained everything to me using simple terms that I could understand. He took the time to make sure I fully understood the benefits of the plan he was proposing, how they would affect me and what the costs involved would be. He answered all my questions in simple terms and his knowledge and approach of explaining things to me were hugely reassuring. I would not hesitate to recommend James to my clients, colleagues, friends and family.
Having known and worked with James from Foxgrove Associates Ltd for some time now, I have no hesitation recommending them or their business.
Thank you and keep up the great work.