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Pensions

Pensions
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Investments

Investments
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Mortgages

Mortgages
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Protection

Protection
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Holistic Planning

Holistic Planning
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About James

James Durey CeFA DipFA CeMAP MLIBF
Financial Planning Consultant

James is a qualified Financial Adviser and has been in the financial services industry since 2005. Within that time he has developed a range of skills, knowledge and expertise that helps him to provide the best solutions for his clients. James has also worked as a medical underwriter in the insurance industry which has given him a wealth of knowledge within the protection business.

Paramount to his work is building up long lasting relationships with his clients. Providing the best customer service possible is key for James when advising his clients.

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The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.

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