Financial Services

James & Co Wealth Management Ltd is a firm of professional financial advisors. Our aim is to provide an unparalleled service to assist clients in reaching their financial objectives. 


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.
You will receive advice from a highly qualified and experienced adviser.  

 

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 the investment can go down as well as up and you may not get back as much as you put in.
Inheritance Tax Planning and Will writing is not regulated by the Financial Conduct Authority. Will writing services are not provided by or the responsibility of Intrinsic Financial Services. 

There are other products available designed to protect you against loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk.

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.


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James & Co Wealth Management Limited. Registered in England and Wales, under No. 04464101. Registered office address -Rosemount House, 2 - 4 Chequers Road, Basingstoke, Hampshire, RG21 7PU. James & Co Wealth Management Ltd is an appointed representative of Intrinsic Mortgage Planning Limited and of Intrinsic Financial Planning Limited who are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA Register (http://www.fca.org.uk/register) under reference 440703 and 440718