Background

James is based in Sussex and has 15 years of experience of Financial Services and is a fully qualified financial advisor. Specialising in Protection, Investments, Pensions and Estate planning. He is always looking to help new and existing clients with their financial needs. James would be very happy to speak with you if you’re in the Sevenoaks or Sussex areas.

Proven Methods for Proven Results

Our methods are built from years of experience in understanding what questions to ask in order to define the best solution for you. Together we will:

  • Identify your short, medium and long-term goals
  • Clarify what you want to achieve from life
  • Map your route to success
  • Make easy to understand product recommendations
  • Adjust your plan as your life changes

For a fresh perspective on your financial plan to find out if you’ve considered all the best options. Talk through it with us today. For a no obligation chat please call 07742 666 695 or fill in the form below.

Arrange a no obligation consultation