HOLISTIC PLANNING

Helping you along the way towards specific, tailored financial advice

My Hero

In addition to our expertise in the aforementioned core services, we can also assist you across most areas of financial services. Perhaps even just a point in the right direction, or a referral to one of our trusted Associates.

"We have always felt well looked after in our dealings with you."

M. Flint & S. McFadden, Middlesex

Please contact us for information in any of the following areas:


Equity Release
Pensions
Accountancy Services
Property Solicitors
Surveyors
Investments
Legal Assistance
Personal Retirement Planning
Property Surveys & Valuations
Savings
Taxation Planning
Wills & Probate & Workplace Pensions.

See our associates section for more details of how Independent James can help you receive the tailored advice you require.


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