Who We Are

Learn about Alex James IFA

Read The Story Alex James' Success

Alex James IFA was set up with an aim to provide a personal, bespoke service to our clients. Our company values are based on trust and making it personal no matter how complex or basic the financial planning objective may be.

We are based in Bourne End, Buckinghamshire and have a loyal client base built up through word of mouth recommendations and referrals from our existing clients. We have over 20 years of experience in financial services and have obtained qualifications over and above what is required as a minimum standard.

Our work is not sales orientated, we believe in providing solid advice, our recommendations to our clients are to meet long term objectives, if the advice is not correct it could lead to adverse consequences. We believe in getting it right the first time and to build a strong working relationship with our clients.

We provide independent financial advice to clients mainly in the south east however we have clients all over the UK, we can use various forms of communication to discuss your requirements so location is not an issue. The website will provide generic information please feel free to contact us if you would like more information or would like to discuss your requirements.


  • Alex James IFA Ltd advised me on the best annuities for my three pensions. I was not sure whether I could afford to retire, but their advice showed me that I could. Monies were transferred efficiently on time, there were no hiccups. I and my wife are glad we made the right choice of IFA.

    Leighton Buzzard, Bedfordshire
  • I was looking for an adviser as I had numerous pensions, life cover policies and did not understand half of the products that had accumulated over the years, this company helped me realign my financial goals, the service was excellent, efficient and professional.

    Worthing, East Sussex