Luke James

Luke James

Independent Financial Adviser

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West Midlands

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About me

I like to think that I am a bit different compared to most other financial advisers. I like to help people achieve their life goals, whether that be retiring early, buying a new car or helping your kids through university. That is what is most important to me and to most of the people that I meet. Money is just a way to get there!

I originally got in to financial planning because of my Dad. From a young age I got to see how much of a difference you could make to people’s lives with some sound advice.

Good financial advice is the difference between a good life and a great one!

My details

I like helping people on:

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Pension transfers

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Divorce

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Pensions - I’m approaching retirement

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Inheritance planning

My qualifications:

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Diploma in Financial Planning

My charging model:

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Ongoing % fee