Helping people to organise and optimise their personal finances to enable awesome lives

Learn more
aristotle-illustration

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.

Read more
white-branch
white-branch

“James is a warm and friendly adviser with a very professional manner. He guided us through our retirement options in a straightforward way. We now feel much more confident. I would definitely recommend James.”

John & June Clients since 2019

white-branch
Reviews and Ratings for Financial adviser James Wallis, Derby

What our clients say

We’re proud to be able to share the real words of real clients, as well as our extensive reviews on VouchedFor. Please take the time to read our testimonials and explore our profile.

Aristotle
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Close menu