David James, James Financial Planning

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James Financial Planning
Member of the Croydon BoB Club

James Financial Planning Financial Adviser

Business Description

Your Money, Explained Simply

Embarking to find a solution for your financial goals can be daunting. Many of us require financial advice and finding the right advisor can prove challenging. My ethos is that every client is an individual and I provide bespoke solutions to aid those I work with to reach their goals. Put simply, I am passionate in providing honest, reliable financial advice.

I enjoy helping a range of clients from people starting out and buying their first home to aiding retired clients looking to build and preserve their capital. With over a decade of experience, I have the expertise to assist you with what matters most.

My advice covers all areas of wealth management, inclusive of retirement planning, wealth protection, savings, investment planning and mortgage planning and I look to work with my clients using an approach that works for them. Your money, your goals, explained simply. I'm a proud member of www.VouchedFor.co.uk - to find out what other clients have thought, search for a financial adviser in the Wallington area.

Your home or other property may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.