James Britton
My approach is straightforward: I aim to provide a personalised service that makes my clients feel special. I take the time to listen, understand, and offer clear advice without jargon. Using detailed modelling, I illustrate options, possible outcomes and explain their implications for my clients.
About
I've spent the last 20+ years working in Finance for AXA Sun Life, Lloyds Bank and in 2023 I left Nationwide building society to set up my own advice company. I'm unusual (some say strange!) because I have always been interested in finance since I was very young. I get huge satisfaction from helping others so this is the perfect job for me.
Having faced my own personal life challenges, I understand that my clients do too. I am passionate about ensuring my clients can enjoy their money whilst also being protected against the unexpected.
My experience across retirement planning, investment planning, insurance and retail banking** means I have a very wide range of knowledge to call on to help clients. I offer advice on:
- Retirement planning
- Investment planning
- Getting the tax right including inheritance tax planning and trusts*
- Insuring individuals and their businesses.
Outside of work, I enjoy traveling with my wife and two sons in our campervan, cycling, tending to my allotment, and volunteering as a leader at Malmesbury cub scouts.
*Trusts are not regulated by the Financial Conduct Authority.
**Where a referral is made, the services provided will be separate and distinct to those offered by St. James's Place.
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St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 24/09/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
