Top 10 Independent (IFAs) & Restricted Financial Advisers in Radcliffe

James is an Independent Financial Adviser based in North-West England. James provides tailored, intergenerational financial planning to help achieve long-term goals and objectives. James has genuine access to the whole of the market.

Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile

I understand how overwhelming financial decisions can feel, and my goal is to simplify the process for you. I’m here to provide clear, practical advice tailored to your unique situation.

Managing your finances can be difficult and complex without professional support. Our role as a Wealth Management Partner, is to remove the stress and use our expertise and over 27 years of experience to enable you to meet your financial goals.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

My advice to you will be honest, fair and jargon-free, allowing you to make informed decisions about your finances. I specialise in retirement pension planning, including consolidation of pensions, drawdown and Defined Benefit/Final Salary transfers.

"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future