David James, James Financial Planning

View David James profile
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.

As a Partner of St. James’s Place Wealth Management based in Wallington, Surrey, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

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

The value of an investment with St. James's Place 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.

The Partner represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the title ‘Partner/Partner Practice’ are marketing terms used to describe St. James’s Place representatives.