Meet our advisers

James Stevens

James Stevens Website

James Stevens DipFA

Independent Financial Adviser

About me

I have been in the financial services sector since July 2018 and qualified as a Financial Adviser in November 2019. I currently hold the relevant qualifications to advise on long term care, defined benefit transfers, equity release, mortgages, protection, investments, pensions and Inheritance tax.

I provide holistic advice in all areas ranging from Investments, Pensions, Mortgages & Protection, Inheritance Tax & Later Life planning to promote tax efficient wealth accumulation for both short and long term goals.    

To strengthen this, I have an understanding, caring, thoughtful and empathic approach to my clients. I believe this to be crucial in not only being able to understand and consider my clients needs but to also build a long-lasting relationship built on trust and respect. 

Outside of work I am a family man at heart with three girls and one boy which provides me with a very busy life. Outside of work, I love to surf in Cornwall, and I am an avid VW Transporter lover!


  • DipFA –Diploma for Financial Advisers
  • TTTC – Taxation, Trusts and Tax Compliance
  • CeRER – Certificate in Regulated Equity Release
  • CertLTCP – Certificate in Long Term Care and Later Life Planning
  • PETR – Pension Transfers
  • CeMAP – Certificate in Mortgage Advice and Prcatice.

Type of financial adviser

Independent Financial Adviser
Mortgage and Protection Adviser
Equity Release Adviser
Long Term Care Planning Adviser


South East