Savings & Investments

Savings and Investments

Inheritance Planning

Inheritance Planning

Equity Release

Equity Release

 Pensions & Retirement

 Pensions & Retirement

Protection & Insurance

Protection & Insurance

Contact

contact

Testimonials

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.

Sir Roger and Lady Carrick

“Friendly, relaxed and informative”.

Service Standards - Anonymous, 20.07.2020

“Whoever 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, 20.07.2020

“Great firm, gave us security for our future & served us well in advice & support”.

Service Standards - Anonymous, 20.07.2020

“I am so grateful for all your help & advice.  Thank you”.

Service Standards - Anonymous, 21.07.2020

“Thank you for the continued good service since I moved”.

Service Standards - Anonymous, 23.07.2020

“Excellent Service”.

Service Standards - Anonymous, 29..07.2020

“Service you don’t get anywhere else.  Thank you”.

Service Standards - Anonymous, 29.07.2020

“Thank you for being there”.

Service Standards - Anonymous, 05.08.2020

“Always very satisfied with advice and service provided.  Thank you”.

Service Standards - Anonymous, 24.09.2020

Professional and thorough in their dealings with us.  Easy and pleasant to talk to

Service Standards - Anonymous, 20.10.2020

“First Class”.

Service Standards - Anonymous, 24.11.2020

“Very personal and professional”.

Service Standards - Anonymous, 25.11.2020