About You

“I have had the pleasure of working with James and the team for more than 15 years. Throughout this time, they have provided unparalleled impartial expert advice on both a personal and employee wide basis for the multiple companies I have l founded and led. Such advice has included long term tailored investment strategies, tax planning, flexible benefits package construction, life assurance, cost effective private healthcare and private pensions provision. Importantly, James and the team are not just there at the start - they are with you for the long run. They grow with you and your family, be that your nearest and dearest or your employees', throughout the good times and the bad. Always available and highly pragmatic, they provide dynamic and key recommendations ahead of time when global market events or changes to HM Gov policies may have a material impact on your portfolio, allowing you to make considered judgement on risk and take timely action as needed. In summary, James and the team offer a uniquely informed and personalised approach to financial advisory rarely seen. They put you first, have your best interests at front of mind at all times, and I can not recommend them more highly.”

David

“I have known and worked with James for around a decade, starting with when he helped my husband and myself to sort out some knotty issues with our finances and, especially, guided us through the pensions maze. My true appreciation of James (and his team!) came to the fore after my husband died 3 years ago. The time he gave me, his kindness, great patience and practical assistance helped me to navigate my new reality and was truly above and beyond. His interest in and knowledge of my family has meant that his advice continues to be of such value and even comfort to me, knowing that my financial well-being, as well as that of my children, is in safe and caring hands. Thank you, James!”

Khorshed, D