James Smith DipPFS

Fee-Based Financial Adviser
  • 5.0/5
  • 1302 view(s)
James Smith DipPFS

James Smith DipPFS

Fee-Based Financial Adviser

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Contact Details

About

  • 5.0/5
  • 1302 view(s)
  • Fee-Based Financial Adviser

Spacial Offers

Free pension health check, Free investment health check, Free financial health check, First meeting free

Type Of Advice

Independent financial adviser

Specialties

  • Education fees planning
  • Estate planning
  • Investments
  • Life insurance
  • Retirement planning
  • Savings
  • UK pension transfers

Education

  • Diploma in Regulated Financial Planning  (Oct, 2013 - Current)

    CII

Review ( 2 )

Average Rating

5.0
1 Stars 0%
2 Stars 0%
3 Stars 0%
4 Stars 0%
5 Stars 100%
  • Reviewer

    Geraldine Gardner

    10 months ago

    James was introduced to me by a friend when I was looking for help to invest an inheritance. I was new to investing, so it was somewhat daunting, particularly with the amount I had but James explained everything very clearly and made me feel very comfortable. 5 years later, James is still helping me with all of my affairs and I rely on him frequently for sound advice. Speak to James – you won’t regret it.

  • Reviewer

    Hooman hhh

    4 years ago

    Great service, very happy.

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