Maximise your future
expert, independent advice, tailored to you
We take the time to understand your goals.
Our expert advisers know how to make your money work hard for you. We think holistically; we’ll work out where to invest your money so you will get the returns you want while minimising costs and taxes.
We’ll advise you on how to protect your money for future generations and how to share your wealth with your family responsibly.
We’re fiercely independent. This means that we are not tied to a particular company. We will always tailor our advice to your individual needs and to what best fits your circumstances.
Finance can be complex, but we’ll explain everything clearly so you can make informed decisions. Our unique ‘four box’ methodology for instance, will help you create the future you want.
WE FOCUS ON YOU
We’ll help you reach your goals with a bespoke financial plan.
keeping you informed
We appreciate that time is precious, so we’ll use technology to make things easy for you.
It’s important that your money is working for you and that you are able to check your information quickly and securely. That’s why we provide access to your documents in one secure online space, which you can access whenever you want to.
We will also communicate with you in the way you want us to, whether that’s face to face, via telephone, portal or email – whichever you prefer.
WE aRE MODERN
We use technology to improve our services.
What our clients say about us:
“I’m very impressed and happy with William James, it’s a really good service. My adviser gives me the time I need, with face to face visits at my home. I like that I have continuity and always deal with Matthew. I have a lot of respect for him, he’s very intelligent and well-informed.”
Simon A
Contact us
Call or contact us using this button to discuss your financial requirements.