jackie & Chris

James  was recommended to us by Richard V.

For a while we had been promising ourselves that we would sort out our various investments including several pension pots, ISA portfolios and some BTL’s and James was very helpful and diligent in helping us to work out what we had,  how to rationalise the situation and help us plan for the future. Since then he has always been available and supportive so that we feel much more confident about our financial position as we approach retirement.

Jackie & Chris

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