“Giving clients clarity and confidence in their financial decision making is at the heart of what we do.”
Simon Wigg Chartered Financial Planner
Practice Principal
About us
Our Approach
Whatever financial decisions you have to make, the first step towards making the right decisions is to establish a clear understanding of your financial needs.
Our clients seek financial advice for many different reasons so it is important that we understand exactly who you are and what you want to achieve. At our first meeting we will gather information about you to help determine your needs and priorities.
Why choose us?
Our Accreditations
Chartered Financial Advice
The Chartered Insurance Institute grants Chartered titles to individuals who meet strict qualifying criteria. Chartered status serves as a mark of technical competence, professionalism and a commitment to maintaining high professional standards.
Associate Firm of the PFS
The Personal Finance Society is the professional body for the financial planning profession in the UK. Its remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice.
The benefit of Independent Financial Advice
Simon James is a financial advisory firm and we believe firmly in the value of independent advice.
Working in Partnership
At Simon James we take a holistic approach to financial planning, working with trusted third parties, such as accountants and legal advisers, to ensure the tax, legal and other aspects of what is being proposed is fully taken into account. This may be your own existing advisers or someone we introduce you to.
