What our clients say
James has been fantastic and I would recommend him highly.
He knows financial planning (investment and retirement planning) very well and his knowledge and memory of my financial dealings and of the performance of markets is astounding. His personality is very sociable and he explains topics in an easy to comprehend manner which confirms that my financial planning is in safe hands with him.
This is the first time I've commissioned a truly independent Financial Advisor and having worked with James on my investments over the past few months I wish I had done it 10 years ago.
I asked James to consolidate several retirement pots and optimise them for a drawdown pension. This was done with the minimum of fuss in a prompt and efficient manner. I now enjoy a flexible income from an intelligently selected range of investments under the Standard Life Elevate platform.
James has been my financial adviser, for five years. He has good knowledge and expertise, and keeps up-to-date. He organised my finances to provide a good retirement income. Honest, trustworthy and I would recommend him to anyone.
My experience of James has been of a man devoted to giving the best advice to help meet my investment goals. He is trustworthy, explains everything very clearly, and thinks ahead. I am happy to recommend him.
I offer a four stage bespoke advice service from an initial consultation, advice, implementation, and perhaps more importantly, I believe that providing an ongoing service helps to keep clients' long term goals on track. We have slick technology systems for our research and the backing of one of the UK's leading IFA firms, 2plan wealth management. I also am aware that the financial world is a complicated place with confusing terminology and I can help my clients by removing the jargon and explaining things simply and clearly.
I am an independent financial adviser for 2plan wealth management Ltd, providing advice for clients in their own home on savings and investments, pensions, Inheritance Tax Planning (IHT) and protection. As I am experienced in a range of financial areas, I am able to provide a complete and personal solution to my clients' financial matters.
I provide an initial consultation at my cost and work on a fee basis for savings, investments and pensions and a fee or commission basis for protection. I am based in Rowlands Castle and have enjoyed advising clients for over 20 years.