Alex James IFA Ltd offer independent financial advice to individuals and businesses specifically designed around their individual circumstances.
We will help you to review your existing financial situation and reach a representative assessment of your likely needs. For this, you will need to put aside some time to talk to us - the first half hour consultation is free. There's no charge, and no obligation, whilst we assess whether it is worth going ahead.
Depending on your instructions we will then perform a 'fact find' built on your current situation, and taking a view of any plans or goals you may have. We will proceed to advise you on anything from a short term financial strategy to a lifetime financial plan, followed up with regular reviews.