James & Co Wealth Management

James & Co Wealth Management Ltd is a firm of professionals dedicated to providing clients with tailored financial advice. Our aim is to provide an unparalleled service to assist clients in reaching their financial objectives. We are not tied to any bank, insurance company or pension provider, but will only offer solutions and products from companies meeting strict due diligence criteria. To be able to give financial advice it is important that we have a clear picture of your current financial position and your financial aspirations. It is also important to take in to account business activities and your family situation. We therefore need to collect information on existing mortgages, loans, pensions & protection policies. We will then be able to document where you are now, where you want to be in the future and look at what steps need to be addressed to get there. Once we have collected the information, we will advise you face to face, by telephone or electronically by e-mail. Upon acceptance of our advice wholly or partially we will document our reasons for the recommendations in a personal letter to you. We can help you with: Retirement Planning & Pensions Equity Release & Home Reversion Plans Investments, Savings & ISA's Mortgages Inheritance Tax Planning Wills Life Protection & Critical Illness policies Income Protection The value of pensions and investments can fall as well as rise. You may get back less than you invested. Inheritance Tax Planning and Will writing is not regulated by the Financial Conduct Authority. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. Your home may be repossessed if you do not keep up repayments on your mortgage. Equity Release is a lifetime mortgage or home reversion scheme. To understand the features and risks, ask for a personalised illustration.