James & Associates Financial Services Ltd is an innovative practice of like-minded individuals who provide high quality, independent financial advice.

We are committed to our clients and are keen to be judged on the value we deliver.

Independence, quality and customer focus are the foundations of all that we do.

With over 55 years combined experience in the Financial Services Industry we offer unbiased financial advice from the marketplace as a whole. Unlike your bank or a tied agent, we make sure that you have access to the full range of products and services available in the financial markets.

We pride ourselves on understanding fully, our client’s needs by getting to know you, your family and your aspirations. This enables us to deliver the quality of service you deserve. Through building effective relationships, we ensure your finances work for you, both today and in the future, freeing your time for the things that matter most to you.

We are particularly proud of the excellent service we provide. This is supported by the fact that the majority of our business is generated by referrals. Why not take a minute to view our testimonials?

We offer all new clients a free initial consultation. Once we have had a discussion about the work you would like us to undertake, we will agree our fees. We will not begin any chargeable work for you until you have instructed us to proceed.

Whether you are looking for advice in a specific area, or a full financial review, we are in an excellent position to help you.

Meet Our Team

James Anson, Director & Independent Financial Adviser

DipPFS Cert and Bridge CeMap

James has been in the Financial Services industry since 1988. He has a wealth of experience and has worked through many different financial climates.

James formed James & Associates in February 2003 after several years in the independent sector of Financial Services to provide the customer service standards he believes in. This has been rewarded with James & Associates being one of the largest established premier Financial Service adviser firms in the area.

James holds the required qualifications in the industry of Dip PFS and also the relevant Equity Release and Long Term Care qualifications.

James Anson’s Personal Comments:-

I am proud of my team and the business. We have made our success on recommendations by others which is a statement in itself. My aim is to provide quality advice to our clients and excellent customer service.

As those who know me, I don’t quite fit in the box and believe lateral thinking is the positive way forwards.

Steve Dunn, Independent Financial Adviser

Steve Dunn, Independent Financial Adviser

Dip PFS Cert and Bridge CeMap

A brief description of my background:

I have worked in Financial Services for the last 22 years, I joined James & Associates in February 2020, taking over from Ralph Gale who was due to retire.

During my career I have taken several qualifications to achieve a diploma in financial services, I have recently obtained my equity release qualification and am working towards charted status in the future.

I am a keen gardener, having started life as a qualified landscape gardener, I enjoy worldwide travel especially off the beaten track, walking and spending quality time with my family, when I can pin them all down!

What motivates me to do what you do, and how you I contribute to the customer experience

I believe in getting the advice right for the client, I feel my role as an Independent Financial Adviser enables me to provide the most appropriate advice for our clients. The industry has changed dramatically over the last 20 years, and I feel it’s essential that we continue to provide tailored financial planning.

Gemma Milton, Personal Assistant/Administrator

Gemma’s role has evolved considerably since starting with the firm in 2016, coming from  a client facing backgroud.   Gemma’s main role is to support James, Independent Financial Adviser and Senior Manager of the firm in an adminstration aspect, dealing with client cases, she manages a diverse and demanding workload, ensuring work is completed to the highest standard and providing a high level of client service.

Joanne Smyth, Office Manager/Administrator

Joanne Smyth is the Office Manager for James & Associates Financial Services Ltd.  She joined the firm as Receptionist in 2018, bringing with her 11 years of administrative experience and organisational skills, from a background in accounts and payroll.  Joanne’s ongoing interest in the firm has equpped her to oversee the day-to-day management of the office, assist in the development and implementation of firm policies and procedures; oversee the administration of HR policies, programs and practices within the firm; effective commnications with Service Providers as required, to provide an excellent service to the adviser, and the clients.

Personal Comment

“Although I now have a more senior role, I still enjoy working with client cases and work some of the more complex cases we encounter. I strive to ensure our clients receives the best service we can provide.”

Lynn Drever, Compliance Support

Lynn joined the firm in 2019.  On a day-to-day basis, Lynn supports the team with their compliance.

Kate Nickels, Personal Assistant/Administrator

Kate provides administrative support for James & Associates Financial Services Ltd, working alongside the financial advisers and the administration team to ensure all clients receive the best possible service. Kate works closely with Steve on a day to day basis providing support for him and his clients. Coming straight from college, Kate joined the firm in 2019, beginning her career in financial services as Receptionist.  Kate’s ability to prioritise, her strong organisational skills, adaptability and good communication skills has seen her progress to her current role as Personal Assistant/Administrator.

Personal Comment

“My role has given me the opportunity to gain knowledge in the financial services industry and continue to develop my understanding and skills further working in a busy and varied environment.  It’s rewarding knowing the work I do makes a difference to people.”

Lisa Poulton, Receptionist/Administration

Lisa joined the company in 2021.  She is becoming known to many of our clients as a first point of contact, taking care of all reception aspects of the business.  Lisa provides administrative support helping to deliver a first-class service.

Personal Comment

“It is a pleasure to work with a great team, ensuring the clients needs are dealt with now and also, in the future.”

Independence, quality and customer focus are the foundations of all that we do.