Fordham Investment Services

Independent Financial Adviser 100 Clay Street, Soham, Ely, Cambridgeshire, CB7 5HL

First meeting at adviser's own cost

Response rating

7.0/10

18th February 2019

We're a modern, independent forward-looking firm, covering all financial matters.

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Income protection insurance
- Life insurance
Long term care
- Long term care
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- Flexible
- High loan to value
- Home reversion
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed

Meet our advisers

James Fordham

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Where to find us

100 Clay Street, Soham, Ely, Cambridgeshire, CB7 5HL

About us

With a strong background in tax and accounting, Fordham Investment Services now extends to offer independent financial advice on investments, pensions & retirement planning.

We work with you to understand your financial goals and offer personalized, tailored solutions on how these goals can be achieved.

Our services

We take time to listen to you as our client and understand what is best for you. We strive to assist regardless of portfolio size

Compliance

Fordham Investment Services (FIS) is an Appointed Representative of New Leaf Distribution Ltd. who are authorised and regulated by the Financial Conduct Authority. Number 460421.
Head Office First Floor Princess Caroline House 1 High Street Southend on Sea Essex SS1 1JE. Co registration Number 5520001.

Fordham Investment Services LTD is registered in England and Wales Company number 10787611

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Income protection insurance
- Life insurance
Long term care
- Long term care
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- Flexible
- High loan to value
- Home reversion
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Compliance

Contact options

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