James Financial

Independent Financial Adviser 42 Main Street, Horkstow, North Lincolnshire, DN18 6BG
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
15th October 2018
Remember, you are the client - you decide how you want to be advised!
We can advise you on
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Phillip Betts
Chartered Financial Planner/Director
Accreditations
Chartered Financial Planner
Wayne Audsley
Chartered Financial Planner/Director
Accreditations
Chartered Financial Planner
What our clients say
Wayne came to us by chance when our previous financial adviser left... and what a Godsend he has been for us. His advice has been crucial to us for planning our future financial security. We are close to our retirement and for us good financial advice that we can trust is critical. So far Wayne's advice (always suggested and never pushed upon us) has proved to be sound and has protected our investments.
Mr Gee, Beverley
Phil was recommended to me by a relative who he also advises. Trust for me is the most important thing and Phil has never let me down. I have little interest in financial matters, but Phil now takes care of everything for me. Not only does he do a great job, but he has also proved to be a very kind and thoughtful man, so it’s always a pleasure when we meet up.
Mr Singleton, Lincolnshire
Phil was introduced to me by friend and I’m so glad he was. Not only does he run my portfolios, but he is always on hand to give me any other advice I need. I feel very comfortable dealing with Phil and can thoroughly recommend him to others, as I frequently do
Mr Jessop, Lincolnshire
Mr Betts has proved to be what I would call a proper financial adviser. By this I mean he actually gives me financial advice, rather than trying to sell me investments. Following the death of my partner, Mr Betts was happy to take over our existing portfolio which he now manages in line with my requirements, leaving me free to do other things. He has also proved to be someone who will go the extra mile, certainly beyond what I would normally expect from a financial adviser
Miss Cole, Lincolnshire
Wayne listened, which is an important thing for me. He then advised me on the best route to take with regard to my investments and pension. Wayne continues to give me clear and concise advice on my investments and takes the time to explain in more detail anything I am not too sure about.
Mr Mccreaddie, Withernsea
Wayne is a thoroughly professional Financial Advisor with experience across all of the financial management spectrum. His focus on listening to the clients financial objectives and in what timescale is key to his success. I have been a client of Wayne for a number of years and find his his advice on wealth management issues impartial and of great benefit and has provided me with a sustainable portfolio which has provided growth over and above the usual products which people would consider. I would not have any hesitation in recommending Wayne to any of my colleagues and friends to have an objective discussion with Wayne about financial matters
Mr Daniels, Worcester
Wayne spent invaluable time with me to understand my financial needs, he explained the complex policy recommended in simple terms and discussed both the advantages and restrictions imposed in the terms. Wayne ensured that I understood the process involved and discussed how the charges were calculated. I am very happy with the outcome. The whole experience was supportive and I felt in very safe hands.
Mr Wakefield, Beverley
Where to find us

42 Main Street, Horkstow, North Lincolnshire, DN18 6BG

Contact us
About us

At James Financial, our mission is to provide a fresh approach to financial advisory and wealth management services. We are experienced advisers who provide a fresh client focused service.
We understand the longstanding impact that our advice can have on clients lives and never take this responsibility lightly. We understand that clients are generally in need of clear advice or guidance. They want advisers who actually care about their financial well-being and take the time to understand what they want.
I am sure you will find us refreshingly different. James Financial are a fresh, open and transparent financial advisory and wealth management firm. I could use various adjectives such as proactive, straight-talking, approachable, professional etc. I would rather put it more simply; we are here to help and we speak your language. Straight-talking financial advisers - now that is refreshing!

Our services

Of course, like any business, we need to attract new work and new clients. However, the fact is that we spend a lot of our time attending to the needs of our existing clients and running their investment and pension portfolios, rather than chasing brand new clients.
Wouldn’t you like to deal with a firm that puts the needs of its existing clients first?

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Compliance

The value of your investment can go down as well as up and you can get back less than you originally invested.

James Financial Wealth Management Limited is registered in England and is authorised and regulated by the Financial Conduct Authority.

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