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  11. James & Associates Financial Services Ltd

James & Associates Financial Services Ltd

Independent Financial Adviser  13 Bancks Street, Minehead, TA24 5DJ
First meeting at adviser's own cost
James & Associates Financial Services Ltd 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.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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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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Unit trusts
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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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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Long term care
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Response rating
9.0/10
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FCA authorised
Last authorised 1st August 2022
Meet our advisers
Mr James Anson
Director / I F A/ Senior Manager

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Certified Financial Planner
Mr Stephen Dunn
Independent financial adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Certified Financial Planner
About us

We provide an initial free of charge consultation during which we will provide our services and the payment options to you.
We offer you independent financial advice based solely on the information provided by you, and as we are not tied to any insurance companies, we are able to research the whole of the market in order to find the most suitable product for you and advise you on the products of different companies.
We firmly believe that establishing a long term relationship with our clients is the best way to ensure your future aspirations are achieved.

Where to find us
Head office address: 13 Bancks Street, Somerset, Minehead, TA24 5DJ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
check
FCA authorised
Last authorised 1st August 2022

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