Find an Independent or Restricted Financial Adviser

At James & Associates Financial Services Limited. we provide quality financial advice to our clients and excellent customer service.

Wealth management built around you - from one of the world's strongest banks.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.

As an independently owned and specialised firm, we offer institutional quality financial advice and investment management, tailored to the individuals and families that we serve.

I offer advice covering all your options at Retirement, including Flexible Drawdown, and Defined Benefit transfers. I also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice, and Protection advice.

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.

Wealth management built around you - from one of the world's strongest banks.

Leading wealth management advice from outstanding financial advisers

"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."