James & Associates is an innovative practice of like-minded individuals who provide high quality, independent financial advice.
We are committed to our clients and are keen to be judged on the value we deliver.
Independence, quality and customer focus are the foundations of all that we do.
With over 52 years combined experience in the Financial Services Industry we offer unbiased financial advice from the marketplace as a whole. Unlike your bank or a tied agent, we make sure that you have access to the full range of products and services available in the financial markets.
We pride ourselves on understanding fully, our client’s needs by getting to know you, your family and your aspirations. This enables us to deliver the quality of service you deserve. Through building effective relationships, we ensure your finances work for you, both today and in the future, freeing your time for the things that matter most to you.
We are particularly proud of the excellent service we provide. This is supported by the fact that the majority of our business is generated by referrals.
At James and Associates we can provide you with a comprehensive range of investment and savings options available within the current marketplace.
Pensions - We can provide you with a comprehensive range of pension and retirement options available within the current marketplace.
Protection - We all have things that we need to protect whether these be our family, our mortgage, debts, our home, our income, our health, the list goes on…
Inheritance Tax - We can provide the right advice and analysis of your protection needs.
Are you concerned what will happen to your estate in the event of your death?
What Inheritance Tax, if any, would be payable?
Would you like to gift monies to grandchildren or set up a Life Insurance Trust for beneficiaries?
We can provide you with advice and guidance to help safe
Your home may be repossessed if you do not keep up repayments on your mortgage.
13 Bancks Street, Minehead, Somerset, TA24 5DJ
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