James & Associates Financial Services Limited – making your money work hard for your future.
We offer Professional, Friendly Financial Advice based in West Somerset.
Some Testimonials From Our Clients
Having lived around the world for 40 years, we and our finances were in a muddle. On the recommendation of a friend who is one of their clients, we sought a meeting with James and Associates. James Anson understood our muddle. His staff and he researched. Together, they brought clarity, light and solutions. James then made new investment recommendations which improved our position significantly. More recently, we are the beneficiaries of much successful work to facilitate a major purchase. We are a good deal more than grateful.
AnonymousFriendly, relaxed and informative.
Service Standards – Anonymous – 20/7/2020Whoever answers the phone when I ring makes me feel as though my call is important and I am not being a nuisance.
Service Standards – Anonymous – 20/7/2020Great firm, gave us security for our future and served us well in advice & support.
Service Standards – Anonymous – 20/7/2020I am so grateful for all your help & advice. Thank you
Service Standards – Anonymous – 21/7/2020Thank you for the continued good service since I moved.
Service Standards – Anonymous – 23/7/2020Excellent Service.
Service Standards – Anonymous – 29/7/2020Thank You.
My Adviser – Anonymous – 21/7/2021Service you don’t get anywhere else. Thank you.
Service Standards – Anonymous – 29/7/2020Thank you for being there.
Service Standards – Anonymous – 5/8/2020Always very satisfied with advice and service provided. Thank you
Service Standards – Anonymous – 24/9/2020Professional and thorough in their dealings with us. Easy and pleasant to talk to.
Service Standards – Anonymous – 20/10/20First Class.
Service Standards – Anonymous – 24/11/2020Very personal and professional.
Service Standards – Anonymous – 25/11/2020Very pleased, thank you. My only regret is not contacting you years earlier.
Service Standards – Anonymous – 21/9/2021Always reasonably friendly & puts you at ease.
My Adviser – Anonymous – 23/2/2021I’m very glad to have Steve to advise me, thank you.
My Adviser – Anonymous – 5/3/2021After many years, I remain confident concerning the advice I receive.
My Adviser – Anonymous – 20/4/2020Really appreciate your service. Many thanks.
My Adviser – Anonymous – 29/4/2021I am really happy with the service, you have given me over the past couple of years. Thank you.
Service Standards – Anonymous – 4/5/2021Very pleased to have met Steve, we were impressed and hope to see his face one day.
My Adviser – Anonymous – 19/5/2021When I have needed to telephone James & Associates, my calls are always answered in a friendly and professional way. I am made to feel as though I am an individual, as opposed to a client.
My Adviser – Anonymous – 25/5/2021I only wish I had found them before.
My Adviser – Anonymous – 25/6/2021Thank you so much for all your help. You’re brilliant!
My Adviser – Anonymous – 7/7/2021I trust my Adviser.
My Adviser – Anonymous – 16/7/2021