James and Associates

Independent Financial Adviser  13 Bancks Street, Minehead, Somerset, TA24 5DJ
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FCA authorised
Last authorised 26th July 2021
I have worked in the financial services industry since October 2001, providing financial advice to a wide range of clients, specialising in the farming community, throughout the South West. Happy to arrange a no obligation face to face discussion.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Estate planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
Stephen Dunn
About us

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.

Our services

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

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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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