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Contact James
✉️James@sanfp.co.uk
📱07807 024644
☎️02920 482 477
Sanctuary Financial Planning profile

About James

At Sanctuary

I always knew I wanted to work within finance and initially trained as an actuary however soon discovered that I wanted to apply my mathematical skills to everyday situations and 5 years ago I took the jump into Financial advice and have not looked back.  I try to make sure clients receive the best service possible whilst also ensuring clients fully understand every stage of the advice process so they can truly see the value of the advice. 

At Home

Away from the office I am a keen sportsman and try to play rugby and badminton in the winter whilst switching to cricket throughout the summer. I currently live in Beddau with my partner Rebecca and when we are not working, we enjoy our time together with the odd city break or simply nice walks through the countryside.

Getting under the skin

Proudest moment

Setting up my own financial advice firm following previous success within the industry

Three words that would describe you

Ambitious, Committed, Analytical

Top three podcasts or books

Start with WHY, Next gen advisers podcasts, of mice and men

What are the values that drive you?

My mother always stood by the phrase what goes around comes around I therefore aim to offer a service to people that can benefit their lives and help them achieve their goals.

Inspirational quote

If your going to do a job you do it properly

The Important Stuff

Click on the below to see relevant information relating to our team

Qualifications

Diploma in Financial Planning

Certificate in Pension Transfer Advice

Certificate in Mortgage Advice

Certificate in Equity Release

Certificate in Life & Pensions

Professional Memberships

Member of the Chartered Insurance Institute (CertCII)

Member of the Personal Finance Society (DipPFS)

James's entry on the FCA register

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register.

Click here to see entry

Statement of Professional Standing

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS.

Click here to see copy

Pension Transfer Advice Qualification

The Certificate in Pension Transfer Advice meets the current FCA requirements to be a pension transfer specialist. James holds this qualification

Click here to see copy

What our clients say

Mr Jones, Bishops Stortford, client of Gareth’s since 2011

What were the circumstances that caused you to look for a Financial adviser?
Mixed up Pensions and looking for best advice on Investments I could trust.
How did they help you?
Across consolidating Pensions and Investment strategy. Potentially to also look at Asset management.
What is your current situation? Have you seen the outcome you were hoping for?
Yes so far these have met expectations.
What could they have done better?
Reminded me to do things when I forgot!

Mr & Mrs Moreham, Newport, client of Gareth’s since 2016

What were the circumstances that caused you to look for a Financial adviser?
Myself and my husband were buying our first home and wanted advice and to find the best mortgage for ourselves.
How did they help you?
They found us a mortgage with the best interest rate and explained everything we needed to know.
What is your current situation? Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
They were helpful with everything we asked for and responded quickly, I don’t think there is anything that I could suggest that they didn’t already do.

Terry, Caerphilly, client of Gavin’s since 2016

What were the circumstances that caused you to look for a Financial adviser?
Wanted to take early retirement.
How did they help you?
Helped with everything in relation to my request, sound advice and excellent service.
What is your current situation? Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Nothing to my knowledge

Kathryn, Risca, client of Gavin’s since 2015

What were the circumstances that caused you to look for a Financial adviser?
Financial advice about transferring an occupational pension into a private pension.
How did they help you?
Helped by giving advice which was thorough and comprehensive, identifying the pros and cons of each financial option available. Then managing and coordinating the transfer of the pension, from the occupational pension to a private pension, and monitoring its performance.
What is your current situation? Have you seen the outcome you were hoping for?
The pension is now invested in a suitable personal pension, which is appropriate to my individual needs, the outcome has been very favorable.
What could they have done better?
Nothing, I am very satisfied with the advice and services I have received