The first question we would ask you is, ‘what are you trying to achieve?’
Do you require investment advice for growth or income or maybe a combination of both?
Whatever your requirements, we are able to offer the right help on various types of investments.
At James and Associates we can provide you with a comprehensive range of investment and savings options available within the current marketplace.
We will explore how you can make the most of the tax efficient opportunities available to you.
We offer regular financial reviews to ensure your savings and investment objectives are being met and that your portfolio continues to work for you.