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Welcome to James & Co Wealth Management

James & Co Wealth Management Ltd is a firm of professionals dedicated to providing clients with tailored financial advice. Our aim is to provide an unparalleled service to assist clients in reaching their financial objectives. We are not tied to any bank, insurance company or pension provider, but will only offer solutions and products from companies meeting strict due diligence criteria.

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.

 

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.
The Financial Conduct Authority does not regulate on Estate Planning.
Will writing is not regulated by the Financial Conduct Authority. Will Writing is not part of the Intrinsic offering and is offered in our own right. Intrinsic Financial Services accept no responsibility for this aspect of our business.
 

 

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


 

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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