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

About Us

Find out more about our experienced team members.

Grant Miles DipFA, CeMAP, CeLTCI

Director & Financial Planner

Grants financial services career started in 1987 and whilst the business demands have changed dramatically over that time, client needs and the service standard that Grant provides has not. Grant is highly qualified across all areas of financial planning and has a great deal of experience operating in the corporate markets as well as with high net worth clients.

Grant is proud to be running investment portfolios for families spreading across 3 generations and some clients have had a business relationship for over 30 years.

Outside work, Grant is a keen aviation enthusiast holding a private pilot licence and a qualified PADI rescue diver.

Daniel Harris CeMAP

Mortgage & Protection Administrator

Dan joined the team after 11 years in accountancy preferring to opt for a more challenging and varied career. 

Having access to literally thousands of mortgage products, Daniel thrives on reducing the pain and stress associated with the house purchase process and delivers a seamless 1-1 service by taking the time to understand the client needs, analyse the market to find the most suitable mortgage deal prior to dealing with the full application process

Outside work, Dan is a fan of all sports with a special keenness for darts. 

Harriette Yildirim

Marketing Manager & Client Liaison

Harriette joined the team for the improved work life balance enabling her to enjoy weekends with her two children and loving dogs. Harriette has gone through a complete career change from Patient Co-ordinator at a private clinic whereby her organisational skills were of paramount importance.  Harriette’s caring ‘will do/can do’ attitude is very welcome within her new role as Marketing Manager & Customer Liaison at James & Co Wealth Management.

Susan Harris

PA & Office Manager

Sue has been involved with the financial services industry for the best part of 23 years starting out with Pearl Assurance where her last role was PA to the Regional Manager.

Sue joined James & Co Wealth Management in 2009 as Personal Assistant to Grant and is now responsible for support to all members of the team and ensures smooth running of the back office.  

Jackie Sargent

Protection & Insurance Consultant

Jackie has many years of experience in the Insurance Industry, with companies such as Hill House Hammond and Swinton. Jackie has more recently been advising small businesses on best practice and implementation of office procedures.
Jackie loves spending time in Canada and all things canine.