James Morrison DipFA PETR
Independent Financial Adviser
About me
I've worked in Financial Services for over 10 years since completing my university studies in Investment Management.
I take great pride in my work, and really do feel privileged to be in a position to help and support my clients to achieve their goals, whether it be individual, family, or business planning needs.
I will always deliver my advice in a straightforward manner, focusing on what matters most to you, whether it be creating wealth, planning for retirement, or protecting the financial future of your loved ones.
Above all else, I will listen to you and guarantee to put your best interests at the heart of my financial advice.
I specialise in:
pension planning (pre & post retirement)
investment planning
tax efficiency
inheritance tax planning
trust planning
mortgages
personal and business protection
Outside of work I am a keen (fair weather) golfer and generally like to keep fit though running, gym and padel.
Location
North East