Client Testimonials

  • Myself and my partner used James & Co when buying our first home. Being first time buyers, we had only a basic idea of what we needed to get do and how to go about it.

    Daniel Harris was very helpful with guiding us through the whole process. Always happy to help with any queries we had, helped us to find a solicitor, chased up how things were progressing at each stage. And also helped us sort out life insurance! Dan helped make everything easy to understand, and everything went through with little stress.

    Thank you very much for all your help throughout!

    Client Rachael Higham, Deal
  • I was looking to buy a new home but felt overwhelmed by all the paper work and processes involved. I run a small business and my time is heavily limited and as such the thought of having to meet bank managers and fill in lengthy forms just wasn't going to be possible. Coupled in with the solicitors and everything else that comes with buying a new home I just felt that I may have to kick the can down the road for yet another year....until I was introduced to Daniel Harris for James & co.

    Daniel took all the stress and effort out of the process. It was a breeze, really it was. Daniel came to my place of work and took control of

    Client M.Smith, Tunbridge Wells
  • We have used the services of James & Co for many years. They are always professional and provide valuable advice and guidance with all investment matters. We have seen significant growth with our investments due to their diligence and experience. Although money markets are volatile, James & co can be trusted to help you make the right decisions according to your own personal needs.

    Client Lynn Scott, Burnham on Crouch
  • I was introduced to James and Co. Wealth Management Ltd. some years ago and I have experienced very good service from them. Grant Miles responds quickly to emails, giving wise advice, having listened to my views on how I wish to investment my money. Sue Harris is efficient in administration and has graciously helped me on many occasions with my lack of technical knowledge. My portfolio has increased very well and I look forward to my investments increasing in value as we continue working together.

    Client P.C, London
  • I have pleasure in recommending Grant Miles of James & Co. He has managed investments and pensions over three generations for my family and has always provided a professional and friendly service.

    Client Diane Plumb, Ferndown
  • My request to Daniel Harris was to find me funds to remortgage two of my properties, in order to raise money to purchase another, to live in. Dan listened and understood my financial needs, researched the possibilities and came up with the goods swiftly. Although the mortgage companies contacted me, Dan was able to deal with them directly which helped me considerably. Dan is very professional, responds to emails and telephone calls speedily, takes on all tasks so the client is fully supported in the mortgaging process. I look forward to my annual ‘mortgage update’ conversation with him next year.

    Client P.C, London, Testimonial 2
  • When I first met young Grant I was as poor as a Church Mouse, now look at me! I can’t speak highly enough about this company they dot every i and cross every t. I’m heading for retirement which feels like creating a whole new business plan, James & Co make it sound so easy, which is what you need when one has busted a gut for the past 49 years and in those years my journey was not a gifted one, many troughs not many peaks. Best of luck to James & Co and all their customers.

    Client Stephen Richard Skinner, Burton-on-Trent

Welcome to James & Co Wealth Management & James & Co Mortgage Solutions

We’re a team of financial and mortgage advisers with decades of experience helping clients navigate the complex waters of financial planning. Based in Kent and with clients from a range of areas, including Maidstone, Sevenoaks, Tunbridge Wells, Ashford, Welling & Bexleyheath, we can help you achieve your financial goals, whether you are looking for help in taking out a new mortgage or you are searching for a wealth management team with real experience.

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01622 831855 or complete our short enquiry form by clicking on the form button below and we'll be pleased to help you.


The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

If you are from Maidstone, Sevenoaks, Tunbridge Wells, Ashford, Welling or Bexleyheath and you are looking wealth management or a mortgage adviser, please get in touch with us today on 01622 831855.


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Reviews and Ratings for Financial adviser Grant Miles, Tonbridge