Helping people to organise and optimise their personal finances to enable awesome lives
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Meet James
An independent and Chartered Financial Planner, James Wallis has a decade of experience in delivering financial advice and planning for clients across the East Midlands.
Specialising in working with people who are planning for retirement, as well as small business owners, James’ goal is to help people organise and optimise their finances to enable awesome lives.
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Who we work with
We predominantly work with people who are looking for clarity on their financial situation and professional guidance.
They want peace of mind that they’re making the right choices; both for them and their loved ones.
Our clients live across the East Midlands, as well as further afield. Our Derby offices are the perfect central location for our relaxed meetings.