James Smith

I found James very easy to talk to. He could answer all of our questions and concerns in easy to understand way.

James has a wealth of knowledge. He asked questions in relation to my retirement to best give me the confidence to set in motion the final part of my career. Investments are doing very well. Thanks James.

James communicated extremely well before I even had the chance to speak to him in person, making the whole exercise one where I felt confident about a positive outcome. When we met to discuss my situation, I was amazed at his breadth of knowledge, and how brilliantly he provided exactly the information I was hoping to obtain. James was definitely incredibly knowledgeable, and I am confident I have made the right choices for me and my future. I have kept his contact information and would have no hesitation in returning for more information or guidance. 11 out of 10! :)

James is an excellent financial adviser. He is knowledgeable and keeps up to date with current financial and share information. James can explain your investment and financial planning goals in terms which you can understand. James keeps you updated in all aspects of financial affairs. I would highly recommend James.