Meet James

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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.


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.

  The FCA do not regulate buy to let mortgages.

  Trusts are not regulated by the FCA.


Contact James today!

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection

Mortgage placement and arranging for:
First time buyers
Remortgages
Buy-to-let

Deals researched and arranged to suit:
Fixed rate deals
Discounted
Variable and flexible
Capped and or collared