“James is extremely professional and diligent. He has given me some excellent financial advice both personally and for my business. I would highly recommend him.”
Mark Godman, Managing Director – Gentlemanandavan
James provides face to face financial advice to both small businesses and individuals.
James runs a “partner practice” representing St James’s Place Wealth Management. His bespoke, face to face advice benefits small business owners and individuals. This allows them to focus on running their business in the knowledge that their business and personal financial affairs are being managed in the most appropriate and efficient manner.
• Income Protection
• Key Man Insurance
• Business Sale & Purchase Agreements to cover death or critical illness of business owners
• Pensions (incl. Auto enrollment requirements) both company and personal
• Extracting cash from the business
• Investment and tax management of extracted cash
James provides a wide range of services whether you are looking to build, grow, protect or preserve your wealth!