Finding your financial balance

My Hero

While we specialise in mortgages, commercial lending and protection we can also help you with your other financial needs.

If you are wanting help with your pension, or managing your business better, wanting to make a will, or need help with your savings or investments, then we can point you in the right direction, or we can refer you to one of trusted associates.

"We have always felt well looked after in our dealings with you."

M. Flint & S. McFadden, Middlesex

Please contact us for information in any of the following areas:

Equity release ● Pensions ● Retirement planning ● Accountancy ● Property solicitors ● Surveyors ● Investments ● Family finance ● Legal help ● Property valuations ● Savings ● Tax planning ● Wills and probate ● Workplace pensions

See our associates section for more details of how Independent James can help you receive the tailored advice you require.



We believe that the key to a successful long-term client relationship is for communication to be both educational and...


Holistic Planning

In addition to our expertise in the aforementioned core services, we can also assist you across most areas of financial services...


Case Studies

In this section we are providing you of real life example scenarios where we have been able to assist our clients...



Like many other industries, financial services are subject to vastly increased regulation and supervision for consumer...