Helping you organise and optimise your personal finances to enable an awesome life

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      EXCELLENT  
   Based on 11 reviews 
    
 
 
 
   
 
 
      Posted on Google  
   
   Lucy Concannon 
 110 days ago
 
 
 Trustindex verifies that the original source of the review is Google. My family recommended speaking James after receiving excellent support for years. We had a very helpful conversation giving me useful guidance on financial planning, and answering all of my questions. I would highly recommend his support
  
 
     Posted on Google  
   
   Rob Foster 
 196 days ago
 
 
 Trustindex verifies that the original source of the review is Google. We have known James and used his services and advice since before the founding of Aristotle.  We have had nothing but excellent advice and support from him in all aspects of our financial planning.  We do not hesitate in recommending Aristotle Financial Planning for all matters financial.  Added to which James is a thoroughly nice guy.
  
 
     Posted on Google  
   
   Peter Ritchie 
 255 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I am very happy to provide a review of James Wallis & his company Aristotle Financial Planning. My wife & I have used him from 2015.
He always listens carefully and then gives considered and well planned advice to help us manage, and develop, our portfolio and financial plans. We both feel that, whilst we are in control of our finances, James has given us the proper framework and understanding to do what is genuinely best for our circumstances.
His method of organisation and efficiency is second to none. All matters are dealt with promptly and reliably.
I can recommend his services, and his Company, without hesitation.
  
 
     Posted on Google  
   
   J B 
 554 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I’ve known James for over 30 years his integrity, intelligence, and professionalism are second to none. Choosing someone to trust with your financial future is a major decision, and with Aristotle Financial Planning, you’re in exceptional hands. James is not only an expert in his field, but also genuinely approachable, patient, and always willing to go the extra mile. He makes complex things clear and always acts with your best interests at heart. I can’t recommend him highly enough.
  
 
     Posted on Google  
   
   Peter Powell 
 594 days ago
 
 
 Trustindex verifies that the original source of the review is Google. With James I have received the best client experience. He has guided through the process in a clear manner. As I am not very technical I was given the best help to guild me with any questions I had about my financial investment. Definitely glad I went with James from Aristotle. Thank you very much.
  
 
     Posted on Google  
   
   Lachlan Mills 
 664 days ago
 
 
 Trustindex verifies that the original source of the review is Google. James was extremely helpful and in just a short amount of time assisted me in a number of areas in relation to my financial position and future, and would highly recommend.
  
 
     Posted on Google  
   
   Pauline Ginnetta 
 748 days ago
 
 
 Trustindex verifies that the original source of the review is Google. James of Aristotle Finance has become a friend as well as a great advisor to us over the years.Always responds promptly and explains clearly any issues which we have so we would not hesitate to recommend this company to anyone thinking of needing financial advice
  
 
     Posted on Google  
   
   Lesley Wynne 
 772 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I thoroughly recommend James. He has given me very good financial advice for the past few years. James is always quick to answer queries, gives clear advice and is lovely to speak to.
  
 
     Posted on Google  
   
   Alison Richardson 
 803 days ago
 
 
 Trustindex verifies that the original source of the review is Google. There team at Aristotle are knowledgeable and provide a great service. They always respond quickly to queries and proactive to market conditions.
  
 
     Posted on Google  
   
   alan taylor 
 804 days ago
 
 
 Trustindex verifies that the original source of the review is Google. An extremely professional service. James is readily available when needed, and deals with any queries I may have readily and speedily.

Meet James

An independent and Chartered Financial Planner, James Wallis has more than a decade of experience in delivering financial advice and planning for clients across the East Midlands.

Specialising in working with people who are preparing for and maintaining financial freedom , as well as business owners, James’ goal is to help people organise and optimise their finances to enable awesome lives.

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 location for our relaxed meetings.

Building for Financial Freedom

You’ve got big goals and aspirations to achieve in the future. Now is the perfect time to begin putting a strategy in place so that you can envision your future more clearly.

Maintaining Financial Freedom

You worked hard to accumulate the assets you needed, but need some help to maintain that and preserve a legacy for your loved ones.

Business owners

You have a busy life running a business and need professional input to help you navigate your personal and business finances.

“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

“James has relieved me of the burden of attempting to manage my own portfolio. We have seen highly acceptable returns, with minimal effort required on our part. I would be glad to recommend James' services.”

Don & Celtria Clients since 2014

“James has been very supportive and helpful in explaining the financial options open to me. He is very approachable, has a friendly, professional manner, and is always very accommodating. He is always reliable and punctual.”

Anne A client since 2015

“James provided a thorough overview of our financial situation, including how to achieve what we wanted to. We can't fault anything with James. He is very knowledgeable and sets things out in an easy to understand manner.”

Ian & Lorraine Clients since 2013

“Pensions can be a minefield; I hadn’t got any idea of anything! James guided me through the process. He didn’t sugarcoat as some advisers do. He spoke to me like a real person. Very knowledgeable.”

Andrew A client since 2015

“James presented all my retirement options in a clear, jargon-free manner and put me at ease with his professional, friendly approach. I don't think there's much that he could have done any better short of acquiring a crystal ball!”

Robert A client since 2015

“I had sold my house and didn’t know what to do with the money. I’m definitely very satisfied with the advice James gave me and continues to give me. I trust his advice implicitly and feel quite safe in the decisions we have made.”

Jean A client since 2014

“James clearly explained our options, talked us through the processes, never talked down to us, and was very encouraging and positive. As a result, we have been able to retire earlier than we first thought.”

Mary & Stuart Clients since 2019

“James answered all our questions (we had a lot!). He’s approachable and easy to work with. Before talking to James, we had estimated an outcome. After working with him, we have a much better outcome than we ever expected. Excellent.”

Corinne & Dave Clients since 2019

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.

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