Meet our advisers

James Edge

James Edge

James Edge DipFA

Independent Financial Adviser

About me

I have been a financial adviser since 1997 having previously worked in Bank assurance for many years. My client base is very diverse, ranging from young professionals just starting their financial planning journey to much older clients bearing the fruit of theirs.

I also advise companies and it is an amazing privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears. Helping people achieve their financial goals is my goal.


The Midlands and Wales