James Evison

Financial Planning Director


James places an emphasis on listening to your needs and building a plan to meet them.

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Meet James

James looks after individual and business clients, who trust him to understand their goals and create strategies to achieve them. From building a sustainable retirement income to protecting your wealth from inheritance tax when passing it on. James values building close professional relationships that stand the test of time. He creates financial plans that are robust but flexible, secured by ongoing advice that adapts to changing markets, legislation and circumstance.

Money can be a difficult subject. Our financial planners are easy to talk to, and always give sound advice in return.

James Evison

Financial Planning Director

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We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with financial planning.

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The value of investments and any income from them can fall and you may get back less than you invested.