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Guiding your wealth through changing waters

Clients come to us for our bespoke advice and guidance on a wide range of financial planning scenarios. We know from first-hand experience that getting the right financial advice can make a big difference at any stage of your life, career or business.

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

We offer first class, comprehensive advice in all areas of financial planning for both individuals and companies alike. We work on a fee basis. All costs and options will be discussed at your first meeting which be free of charge and without obligation.

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 am proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.

Khalid is a CFA Charterholder and financial adviser with over a decade of experience across leading investment firms, including Morgan Stanley, Aberdeen Group, Royal London, and specialist managers in the tax-efficient investment space.

Chartered Financial Planning practice providing Solutions throughout the UK for every stage of your financial life, delivering a first class service from a firm that truly puts clients at the centre of everything we do.

Scott James & Associates have been providing financial advice for over 11 years.  We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

Guiding your wealth through changing waters