James & Associates 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 62 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.
I hope you enjoy looking through the pictures we have of our local area on the site. These have been taken by Lynn our Compliance Assistant, who is a keen photographer. We would rather have these on the site, than an image purchased from the internet.
Steve Dunn, Independent Financial Adviser
DipPFS Cert and Bridge CeMap
Steve has worked in the financial services industry for over 19 years, providing financial advice to a wide range of clients, specialising in the farming community, throughout the South West. Steve will advise clients on all areas of financial planning, including, retirement, estate planning, wealth protection, tax efficient investment planning, mortgage advice, personal and business protection. Steve holds a diploma in Financial services and Mortgage qualifications: DipPFS Cert and Bridge CeMap.
Steve’s personal comment :-
I am very pleased to be part of James & Associates, I am committed to delivering better value, choice and results for my clients, providing them with truly independent advice, knowing i am doing the best job i can for them.
My emphasis is on maintaining a long term relationship with our clients and to provide them with a source of trusted advice as their financial need evolve over time.
Gemma Milton, Trainee Paraplanner
Gemma is a Trainee Paraplanner and also provides administrative support to the advisers. She has been with the Company since August 2016. Her role within the company is Paraplanning for James and to liaise with clients.
Lynn Drever, Compliance Assistant
Lynn helps James run the compliance systems within the practice, ensuring company policies are met. She joined our team in March 2019.
Kate Nickels, Receptionist/Administration
Kate is the face of the company running reception and assisting in the general administration of the company. She joined us in July 2019.