Honesty is key for me in an adviser, as well as being knowledgeable and clear in their recommendations – and that’s what I’ve got with Matthew. The team at William James are always available to answer questions and all communication is timely.

Neil S

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

I was never interested in financial affairs, but I’ve had to be since my husband passed away. Matthew has made it so easy for me, he goes over and above, making things simple so I can understand them. Communication, particularly with Matthew and Fenella, is super.

Elizabeth W

The service from William James is perfect, there’s good communication and I value the personal touch. My adviser explains things clearly and simply. I don’t have to worry about a thing as I know I can contact him at any time.

Dave J

I like the personal approach from William James, the service is always tailored to my needs. I get good, clear, professional advice and value the relationship with my adviser.

Patrick G

We love your good customer service. My adviser is lovely, he spends time with us and is patient and understanding. Our meetings with him are always very clear and useful.

David M

Matthew is always clear and very knowledgeable; he prepares well for our review meetings and gives us his considered recommendations. The whole team are efficient; communication with Angela and Fenella is excellent.

Fred C

I trust my adviser’s advice, which is professional and properly considered. Communication is much better than with my previous company.

Roger M

It’s essential that my relationship with my Financial Adviser is one of mutual professional respect, confidence and trust, especially with regard to growth vs income and risk profile. Above all I require my Financial Adviser to be proactive.

Matthew has been my Financial Adviser for a considerable number of years now; he is in my experience proactive with clients taking full account of my specific requirements and setting up investment portfolios based on a wide knowledge of the market, appropriate investments and investment platforms and linking them to my requirements.

Davina B

We have known the team at William James Financial Services for over 25 years. During that period, we have relied on them for their financial advice both for our business and personal interests.

The advice that they have given us over the years has been excellent and as a result we trust them implicitly. They have always taken their time to explain the investment strategy and we would like to thank them for their guidance and support.

Chris G

As a client of William James Financial Services I have and continue to receive a very personalised service. The expert advice from Matthew on my pension and investments are trustworthy and reliable. It's always a pleasure working with Matthew and his wonderful team.

Paula D

I’ve known Philip since 1991 when he became my former company’s financial adviser, making us one of his very first clients in his previously owned Wolverhampton business. As I got to know Phillip, I asked him to look after my personal pension as both corporate and personal financial advice are very big decisions, so it was most important to me that I had the right company.

As a client for over 25 years now, I would personally recommend any company headed by Phillip Stepp therefore, I have complete trust and confidence in William James Financial Services Ltd.

Frank B